Vantage Financial Partners (Wisconsin)’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 | $276K | Buy |
4,701
+202
| +4% | +$11.8K | 0.06% | 161 |
|
|
2025
Q1 | $270K | Buy |
4,499
+576
| +15% | +$34.6K | 0.07% | 151 |
|
|
2024
Q4 | $205K | Sell |
3,923
-741
| -16% | -$38.7K | 0.05% | 167 |
|
|
2024
Q3 | $238K | Buy |
4,664
+134
| +3% | +$6.84K | 0.06% | 161 |
|
|
2024
Q2 | $206K | Sell |
4,530
-401
| -8% | -$18.3K | 0.05% | 142 |
|
|
2024
Q1 | $215K | Sell |
4,931
-97
| -2% | -$4.23K | 0.06% | 133 |
|
|
2023
Q4 | $203K | Buy |
+5,028
| New | +$203K | 0.06% | 124 |
|
|
2023
Q3 | – | Sell |
-4,949
| Closed | -$224K | – | 95 |
|
|
2023
Q2 | $224K | Buy |
+4,949
| New | +$224K | 0.08% | 73 |
|