Valeo Financial Advisors’s Altria Group MO Stock Holding History

Valeo Financial Advisors’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.58M	Buy	43,995 +2,211	+5%	+$130K	0.06%	144
2025 Q1	$2.51M	Sell	41,784 -532	-1%	-$31.9K	0.07%	130
2024 Q4	$2.21M	Sell	42,316 -1,127	-3%	-$58.9K	0.06%	141
2024 Q3	$2.22M	Sell	43,443 -411	-0.9%	-$21K	0.06%	140
2024 Q2	$2M	Sell	43,854 -1,835	-4%	-$83.6K	0.06%	145
2024 Q1	$1.96M	Buy	45,689 +3,095	+7%	+$133K	0.07%	144
2023 Q4	$1.72M	Sell	42,594 -6,028	-12%	-$243K	0.07%	149
2023 Q3	$2.04M	Buy	48,622 +2,346	+5%	+$98.6K	0.09%	121
2023 Q2	$2.1M	Sell	46,276 -813	-2%	-$36.8K	0.1%	117
2023 Q1	$2.1M	Buy	47,089 +6,657	+16%	+$297K	0.1%	120
2022 Q4	$1.85M	Sell	40,432 -2,506	-6%	-$115K	0.1%	116
2022 Q3	$1.73M	Buy	42,938 +6,431	+18%	+$260K	0.11%	111
2022 Q2	$1.53M	Sell	36,507 -7,848	-18%	-$328K	0.1%	123
2022 Q1	$2.32M	Buy	44,355 +8,179	+23%	+$427K	0.12%	104
2021 Q4	$1.71M	Buy	36,176 +850	+2%	+$40.3K	0.09%	130
2021 Q3	$1.61M	Buy	35,326 +1,769	+5%	+$80.5K	0.09%	129
2021 Q2	$1.6M	Buy	33,557 +1,489	+5%	+$71K	0.1%	119
2021 Q1	$1.64M	Buy	32,068 +2,951	+10%	+$151K	0.08%	133
2020 Q4	$1.19M	Buy	29,117 +4,167	+17%	+$171K	0.06%	147
2020 Q3	$964K	Sell	24,950 -3,064	-11%	-$118K	0.08%	132
2020 Q2	$1.1M	Buy	28,014 +575	+2%	+$22.6K	0.1%	120
2020 Q1	$1.12M	Sell	27,439 -180	-0.7%	-$7.33K	0.12%	112
2019 Q4	$1.38M	Buy	27,619 +805	+3%	+$40.2K	0.13%	104
2019 Q3	$1.1M	Sell	26,814 -6,567	-20%	-$269K	0.12%	116
2019 Q2	$1.58M	Sell	33,381 -4,809	-13%	-$228K	0.18%	83
2019 Q1	$2.19M	Buy	38,190 +4,247	+13%	+$244K	0.27%	65
2018 Q4	$1.68M	Buy	33,943 +2,190	+7%	+$108K	0.24%	67
2018 Q3	$2.07M	Buy	31,753 +3,027	+11%	+$197K	0.28%	58
2018 Q2	$1.7M	Buy	28,726 +1,015	+4%	+$59.9K	0.24%	72
2018 Q1	$1.73M	Buy	27,711 +224	+0.8%	+$14K	0.28%	66
2017 Q4	$1.96M	Buy	27,487 +1,189	+5%	+$84.9K	0.32%	64
2017 Q3	$1.67M	Buy	+26,298	New	+$1.67M	0.38%	58