Tradewinds LLC’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 |
-14,815
| Closed | -$889K | – | 192 |
|
2025
Q1 | $889K | Buy |
14,815
+4,915
| +50% | +$295K | 0.25% | 74 |
|
2024
Q4 | $532K | Buy |
9,900
+998
| +11% | +$53.7K | 0.15% | 114 |
|
2024
Q3 | $454K | Buy |
8,902
+298
| +3% | +$15.2K | 0.14% | 117 |
|
2024
Q2 | $392K | Buy |
+8,604
| New | +$392K | 0.12% | 131 |
|
2023
Q3 | – | Sell |
-4,423
| Closed | -$200K | – | 122 |
|
2023
Q2 | $200K | Buy |
+4,423
| New | +$200K | 0.12% | 100 |
|