Trivium Point Advisory’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
$2.42M Sell
41,305
-1,828
-4% -$107K 0.26% 102
2025
Q1
$2.59M Sell
43,133
-2,797
-6% -$168K 0.32% 89
2024
Q4
$2.4M Sell
45,930
-393
-0.8% -$20.6K 0.3% 92
2024
Q3
$2.56M Buy
46,323
+904
+2% +$49.9K 0.36% 89
2024
Q2
$2.07M Buy
45,419
+3,168
+7% +$144K 0.31% 98
2024
Q1
$1.84M Buy
42,251
+11,523
+38% +$503K 0.4% 73
2023
Q4
$1.24M Buy
30,728
+2,714
+10% +$109K 0.3% 96
2023
Q3
$1.15M Sell
28,014
-379
-1% -$15.6K 0.32% 100
2023
Q2
$1.29M Buy
28,393
+98
+0.3% +$4.44K 0.35% 99
2023
Q1
$1.26M Buy
28,295
+452
+2% +$20.2K 0.34% 99
2022
Q4
$1.29M Sell
27,843
-160
-0.6% -$7.43K 0.38% 95
2022
Q3
$1.2M Buy
28,003
+538
+2% +$23.1K 0.37% 85
2022
Q2
$1.15M Sell
27,465
-567
-2% -$23.7K 0.34% 99
2022
Q1
$1.51M Buy
28,032
+246
+0.9% +$13.2K 0.34% 99
2021
Q4
$1.32M Buy
27,786
+1,544
+6% +$73.2K 0.28% 105
2021
Q3
$1.22M Sell
26,242
-5,595
-18% -$260K 0.29% 104
2021
Q2
$1.52M Sell
31,837
-1,410
-4% -$67.2K 0.38% 94
2021
Q1
$1.7M Buy
33,247
+206
+0.6% +$10.5K 0.46% 79
2020
Q4
$1.38M Buy
33,041
+2,272
+7% +$94.9K 0.4% 96
2020
Q3
$1.19M Buy
30,769
+813
+3% +$31.4K 0.42% 92
2020
Q2
$1.19M Buy
29,956
+3,742
+14% +$148K 0.47% 79
2020
Q1
$1.05M Buy
26,214
+7,199
+38% +$289K 0.54% 74
2019
Q4
$949K Sell
19,015
-1,737
-8% -$86.7K 0.37% 102
2019
Q3
$881K Sell
20,752
-848
-4% -$36K 0.4% 104
2019
Q2
$1.02M Buy
21,600
+1,147
+6% +$54.3K 0.46% 96
2019
Q1
$1.18M Buy
20,453
+3,742
+22% +$215K 0.55% 85
2018
Q4
$825K Buy
+16,711
New +$825K 0.5% 94