Ulland 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 | $44K | Hold |
742
| – | – | 0.03% | 115 |
|
|
2025
Q1 | $45K | Hold |
742
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $39K | Hold |
742
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $38K | Hold |
742
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $34K | Hold |
742
| – | – | 0.02% | 122 |
|
|
2024
Q1 | $32K | Hold |
742
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $30K | Sell |
742
-170
| -19% | -$6.87K | 0.03% | 118 |
|
|
2023
Q3 | $38K | Hold |
912
| – | – | 0.04% | 113 |
|
|
2023
Q2 | $41K | Hold |
912
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $41K | Hold |
912
| – | – | 0.05% | 102 |
|
|
2022
Q4 | $42K | Buy |
912
+420
| +85% | +$19.3K | 0.05% | 101 |
|
|
2022
Q3 | $20K | Hold |
492
| – | – | 0.02% | 133 |
|
|
2022
Q2 | $21K | Sell |
492
-65
| -12% | -$2.77K | 0.02% | 140 |
|
|
2022
Q1 | $29K | Buy |
557
+65
| +13% | +$3.38K | 0.02% | 132 |
|
|
2021
Q4 | $23K | Buy |
+492
| New | +$23K | 0.01% | 139 |
|