Strait & Sound 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 | $288K | Buy |
4,909
+870
| +22% | +$51K | 0.12% | 118 |
|
|
2025
Q1 | $242K | Sell |
4,039
-3,791
| -48% | -$228K | 0.11% | 128 |
|
|
2024
Q4 | $409K | Sell |
7,830
-265
| -3% | -$13.9K | 0.19% | 91 |
|
|
2024
Q3 | $413K | Hold |
8,095
| – | – | 0.2% | 88 |
|
|
2024
Q2 | $369K | Sell |
8,095
-1,195
| -13% | -$54.4K | 0.19% | 94 |
|
|
2024
Q1 | $385K | Sell |
9,290
-95
| -1% | -$3.94K | 0.22% | 79 |
|
|
2023
Q4 | $382K | Sell |
9,385
-360
| -4% | -$14.7K | 0.24% | 77 |
|
|
2023
Q3 | $410K | Buy |
+9,745
| New | +$410K | 0.35% | 65 |
|