TrueWealth 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 | $327K | Buy |
5,582
+1
| +0% | +$59 | 0.1% | 164 |
|
|
2025
Q1 | $335K | Buy |
5,581
+173
| +3% | +$10.4K | 0.11% | 151 |
|
|
2024
Q4 | $283K | Sell |
5,408
-2
| -0% | -$105 | 0.09% | 176 |
|
|
2024
Q3 | $276K | Buy |
5,410
+19
| +0.4% | +$970 | 0.09% | 184 |
|
|
2024
Q2 | $246K | Sell |
5,391
-266
| -5% | -$12.1K | 0.09% | 196 |
|
|
2024
Q1 | $247K | Buy |
5,657
+514
| +10% | +$22.4K | 0.1% | 179 |
|
|
2023
Q4 | $207K | Buy |
5,143
+5
| +0.1% | +$202 | 0.08% | 189 |
|
|
2023
Q3 | $216K | Sell |
5,138
-1,694
| -25% | -$71.2K | 0.09% | 178 |
|
|
2023
Q2 | $309K | Sell |
6,832
-579
| -8% | -$26.2K | 0.13% | 126 |
|
|
2023
Q1 | $331K | Sell |
7,411
-592
| -7% | -$26.4K | 0.14% | 120 |
|
|
2022
Q4 | $366K | Buy |
8,003
+76
| +1% | +$3.47K | 0.16% | 107 |
|
|
2022
Q3 | $320K | Buy |
7,927
+1,449
| +22% | +$58.5K | 0.15% | 107 |
|
|
2022
Q2 | $271K | Buy |
+6,478
| New | +$271K | 0.13% | 128 |
|