Summit Wealth Partners’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 | $407K | Buy |
6,937
+23
| +0.3% | +$1.35K | 0.08% | 150 |
|
|
2025
Q1 | $415K | Buy |
6,914
+26
| +0.4% | +$1.56K | 0.08% | 141 |
|
|
2024
Q4 | $360K | Sell |
6,888
-175
| -2% | -$9.15K | 0.07% | 147 |
|
|
2024
Q3 | $360K | Buy |
7,063
+26
| +0.4% | +$1.33K | 0.07% | 175 |
|
|
2024
Q2 | $321K | Buy |
7,037
+27
| +0.4% | +$1.23K | 0.07% | 173 |
|
|
2024
Q1 | $306K | Buy |
7,010
+28
| +0.4% | +$1.22K | 0.07% | 175 |
|
|
2023
Q4 | $282K | Buy |
6,982
+27
| +0.4% | +$1.09K | 0.07% | 167 |
|
|
2023
Q3 | $292K | Buy |
6,955
+814
| +13% | +$34.2K | 0.07% | 149 |
|
|
2023
Q2 | $278K | Buy |
6,141
+14
| +0.2% | +$634 | 0.07% | 152 |
|
|
2023
Q1 | $273K | Buy |
6,127
+14
| +0.2% | +$625 | 0.07% | 156 |
|
|
2022
Q4 | $279K | Buy |
6,113
+14
| +0.2% | +$640 | 0.07% | 149 |
|
|
2022
Q3 | $246K | Buy |
6,099
+14
| +0.2% | +$565 | 0.07% | 138 |
|
|
2022
Q2 | $254K | Buy |
6,085
+11
| +0.2% | +$459 | 0.07% | 136 |
|
|
2022
Q1 | $317K | Buy |
6,074
+11
| +0.2% | +$575 | 0.07% | 122 |
|
|
2021
Q4 | $287K | Buy |
6,063
+12
| +0.2% | +$569 | 0.06% | 132 |
|
|
2021
Q3 | $275K | Buy |
6,051
+11
| +0.2% | +$501 | 0.07% | 128 |
|
|
2021
Q2 | $288K | Buy |
6,040
+439
| +8% | +$20.9K | 0.07% | 129 |
|
|
2021
Q1 | $287K | Sell |
5,601
-988
| -15% | -$50.5K | 0.07% | 127 |
|
|
2020
Q4 | $270K | Buy |
6,589
+1,012
| +18% | +$41.5K | 0.07% | 121 |
|
|
2020
Q3 | $215K | Buy |
5,577
+12
| +0.2% | +$464 | 0.06% | 141 |
|
|
2020
Q2 | $218K | Buy |
5,565
+12
| +0.2% | +$471 | 0.07% | 135 |
|
|
2020
Q1 | $215K | Sell |
5,553
-812
| -13% | -$31.4K | 0.09% | 104 |
|
|
2019
Q4 | $318K | Buy |
+6,365
| New | +$318K | 0.11% | 89 |
|