TRUE Private Wealth 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 | $379K | Buy |
6,471
+1,760
| +37% | +$103K | 0.04% | 180 |
|
|
2025
Q1 | $283K | Hold |
4,711
| – | – | 0.03% | 195 |
|
|
2024
Q4 | $246K | Hold |
4,711
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $240K | Sell |
4,711
-6,000
| -56% | -$306K | 0.03% | 193 |
|
|
2024
Q2 | $488K | Sell |
10,711
-3,968
| -27% | -$181K | 0.06% | 160 |
|
|
2024
Q1 | $640K | Buy |
14,679
+289
| +2% | +$12.6K | 0.07% | 138 |
|
|
2023
Q4 | $580K | Sell |
14,390
-1,218
| -8% | -$49.1K | 0.07% | 139 |
|
|
2023
Q3 | $656K | Buy |
15,608
+1,209
| +8% | +$50.8K | 0.09% | 119 |
|
|
2023
Q2 | $652K | Buy |
14,399
+100
| +0.7% | +$4.53K | 0.1% | 107 |
|
|
2023
Q1 | $638K | Buy |
14,299
+100
| +0.7% | +$4.46K | 0.09% | 107 |
|
|
2022
Q4 | $649K | Buy |
14,199
+85
| +0.6% | +$3.89K | 0.1% | 99 |
|
|
2022
Q3 | $569K | Buy |
14,114
+102
| +0.7% | +$4.11K | 0.09% | 101 |
|
|
2022
Q2 | $585K | Hold |
14,012
| – | – | 0.09% | 114 |
|
|
2022
Q1 | $790K | Buy |
14,012
+159
| +1% | +$8.96K | 0.11% | 97 |
|
|
2021
Q4 | $656K | Buy |
13,853
+65
| +0.5% | +$3.08K | 0.09% | 130 |
|
|
2021
Q3 | $640K | Sell |
13,788
-107
| -0.8% | -$4.97K | 0.09% | 127 |
|
|
2021
Q2 | $674K | Buy |
13,895
+59
| +0.4% | +$2.86K | 0.1% | 121 |
|
|
2021
Q1 | $720K | Buy |
13,836
+977
| +8% | +$50.8K | 0.12% | 109 |
|
|
2020
Q4 | $538K | Buy |
12,859
+95
| +0.7% | +$3.98K | 0.09% | 118 |
|
|
2020
Q3 | $504K | Sell |
12,764
-1,802
| -12% | -$71.2K | 0.09% | 119 |
|
|
2020
Q2 | $583K | Sell |
14,566
-1,279
| -8% | -$51.2K | 0.11% | 105 |
|
|
2020
Q1 | $626K | Sell |
15,845
-3,054
| -16% | -$121K | 0.13% | 86 |
|
|
2019
Q4 | $959K | Buy |
18,899
+1,689
| +10% | +$85.7K | 0.15% | 88 |
|
|
2019
Q3 | $718K | Buy |
17,210
+68
| +0.4% | +$2.84K | 0.12% | 96 |
|
|
2019
Q2 | $825K | Sell |
17,142
-291
| -2% | -$14K | 0.14% | 88 |
|
|
2019
Q1 | $1.02M | Sell |
17,433
-360
| -2% | -$21K | 0.19% | 79 |
|
|
2018
Q4 | $893K | Sell |
17,793
-311
| -2% | -$15.6K | 0.16% | 92 |
|
|
2018
Q3 | $1.11M | Buy |
18,104
+42
| +0.2% | +$2.57K | 0.16% | 92 |
|
|
2018
Q2 | $1.04M | Buy |
18,062
+328
| +2% | +$18.9K | 0.16% | 92 |
|
|
2018
Q1 | $1.12M | Sell |
17,734
-283
| -2% | -$17.8K | 0.19% | 77 |
|
|
2017
Q4 | $1.3M | Buy |
18,017
+3,471
| +24% | +$250K | 0.22% | 67 |
|
|
2017
Q3 | $932K | Buy |
14,546
+186
| +1% | +$11.9K | 0.21% | 64 |
|
|
2017
Q2 | $1.08M | Buy |
14,360
+155
| +1% | +$11.6K | 0.25% | 53 |
|
|
2017
Q1 | $1.02M | Sell |
14,205
-260
| -2% | -$18.6K | 0.23% | 53 |
|
|
2016
Q4 | $1.03M | Buy |
14,465
+1,858
| +15% | +$133K | 0.25% | 53 |
|
|
2016
Q3 | $790K | Buy |
12,607
+1,484
| +13% | +$93K | 0.25% | 57 |
|
|
2016
Q2 | $767K | Buy |
11,123
+199
| +2% | +$13.7K | 0.26% | 55 |
|
|
2016
Q1 | $685K | Buy |
10,924
+3,539
| +48% | +$222K | 0.27% | 54 |
|
|
2015
Q4 | $430K | Buy |
+7,385
| New | +$430K | 0.19% | 63 |
|