Venturi Wealth Management’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 | $451K | Buy |
7,699
+682
| +10% | +$40K | 0.02% | 343 |
|
|
2025
Q1 | $421K | Buy |
7,017
+697
| +11% | +$41.8K | 0.02% | 355 |
|
|
2024
Q4 | $330K | Sell |
6,320
-430
| -6% | -$22.5K | 0.02% | 423 |
|
|
2024
Q3 | $345K | Buy |
6,750
+2,347
| +53% | +$120K | 0.02% | 355 |
|
|
2024
Q2 | $201K | Buy |
4,403
+1,341
| +44% | +$61.1K | 0.01% | 408 |
|
|
2024
Q1 | $134K | Sell |
3,062
-337
| -10% | -$14.7K | 0.01% | 387 |
|
|
2023
Q4 | $137K | Buy |
3,399
+668
| +24% | +$27K | 0.01% | 379 |
|
|
2023
Q3 | $115K | Buy |
2,731
+107
| +4% | +$4.5K | 0.01% | 388 |
|
|
2023
Q2 | $119K | Sell |
2,624
-38
| -1% | -$1.72K | 0.01% | 357 |
|
|
2023
Q1 | $119K | Buy |
+2,662
| New | +$119K | 0.01% | 383 |
|
|
2019
Q3 | – | Sell |
-4,407
| Closed | -$209K | – | 239 |
|
|
2019
Q2 | $209K | Sell |
4,407
-2,090
| -32% | -$99.1K | 0.03% | 236 |
|
|
2019
Q1 | $375K | Sell |
6,497
-3,107
| -32% | -$179K | 0.05% | 179 |
|
|
2018
Q4 | $471K | Buy |
+9,604
| New | +$471K | 0.08% | 144 |
|