Traphagen Investment Advisors’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 | $284K | Sell |
4,844
-125
| -3% | -$7.33K | 0.03% | 151 |
|
|
2025
Q1 | $298K | Buy |
4,969
+259
| +5% | +$15.5K | 0.03% | 139 |
|
|
2024
Q4 | $246K | Sell |
4,710
-63
| -1% | -$3.3K | 0.03% | 154 |
|
|
2024
Q3 | $244K | Sell |
4,773
-267
| -5% | -$13.6K | 0.02% | 150 |
|
|
2024
Q2 | $230K | Sell |
5,040
-18
| -0.4% | -$820 | 0.02% | 151 |
|
|
2024
Q1 | $221K | Buy |
+5,058
| New | +$221K | 0.02% | 162 |
|
|
2023
Q4 | – | Sell |
-4,871
| Closed | -$205K | – | 178 |
|
|
2023
Q3 | $205K | Buy |
+4,871
| New | +$205K | 0.03% | 153 |
|