The Family Firm’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 | – | Sell |
-4,437
| Closed | -$266K | – | 161 |
|
|
2025
Q1 | $266K | Buy |
4,437
+2
| +0% | +$120 | 0.06% | 179 |
|
|
2024
Q4 | $232K | Buy |
4,435
+1
| +0% | +$52 | 0.05% | 191 |
|
|
2024
Q3 | $226K | Sell |
4,434
-61
| -1% | -$3.11K | 0.05% | 191 |
|
|
2024
Q2 | $205K | Buy |
+4,495
| New | +$205K | 0.05% | 193 |
|
|
2023
Q4 | – | Sell |
-4,795
| Closed | -$202K | – | 189 |
|
|
2023
Q3 | $202K | Buy |
4,795
+8
| +0.2% | +$336 | 0.06% | 174 |
|
|
2023
Q2 | $217K | Buy |
4,787
+8
| +0.2% | +$362 | 0.06% | 175 |
|
|
2023
Q1 | $213K | Buy |
4,779
+9
| +0.2% | +$402 | 0.06% | 172 |
|
|
2022
Q4 | $218K | Buy |
+4,770
| New | +$218K | 0.06% | 171 |
|