Spire Wealth Management’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Sell
19,021
-10,035
-35% -$583K 0.04% 347
2025
Q1
$1.74M Buy
29,056
+239
+0.8% +$14.3K 0.06% 285
2024
Q4
$1.51M Buy
28,817
+5,490
+24% +$287K 0.05% 300
2024
Q3
$1.19M Sell
23,327
-2,121
-8% -$108K 0.04% 340
2024
Q2
$1.16M Sell
25,448
-3,099
-11% -$141K 0.04% 316
2024
Q1
$1.25M Sell
28,547
-735
-3% -$32.1K 0.02% 334
2023
Q4
$1.18M Buy
29,282
+359
+1% +$14.5K 0.04% 329
2023
Q3
$1.22M Buy
28,923
+85
+0.3% +$3.57K 0.05% 291
2023
Q2
$1.31M Sell
28,838
-260
-0.9% -$11.8K 0.05% 296
2023
Q1
$1.3M Buy
29,098
+5,870
+25% +$262K 0.05% 300
2022
Q4
$1.06M Buy
23,228
+3,182
+16% +$145K 0.06% 228
2022
Q3
$809K Sell
20,046
-11,864
-37% -$479K 0.05% 246
2022
Q2
$1.33M Sell
31,910
-5,777
-15% -$241K 0.05% 274
2022
Q1
$1.98M Sell
37,687
-22,117
-37% -$1.16M 0.05% 275
2021
Q4
$2.83M Buy
59,804
+15,356
+35% +$726K 0.06% 259
2021
Q3
$2.02M Buy
44,448
+7,368
+20% +$335K 0.05% 280
2021
Q2
$1.77M Sell
37,080
-27,592
-43% -$1.32M 0.05% 315
2021
Q1
$3.31M Buy
+64,672
New +$3.31M 0.09% 206