Visionary Wealth 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 | $9.74M | Buy |
166,090
+3,843
| +2% | +$225K | 0.5% | 48 |
|
2025
Q1 | $9.74M | Sell |
162,247
-12,495
| -7% | -$750K | 0.58% | 46 |
|
2024
Q4 | $9.14M | Buy |
174,742
+631
| +0.4% | +$33K | 0.54% | 49 |
|
2024
Q3 | $8.89M | Sell |
174,111
-15,050
| -8% | -$768K | 0.54% | 50 |
|
2024
Q2 | $8.62M | Buy |
189,161
+1,076
| +0.6% | +$49K | 0.56% | 48 |
|
2024
Q1 | $8.2M | Buy |
188,085
+23,387
| +14% | +$1.02M | 0.55% | 47 |
|
2023
Q4 | $6.64M | Buy |
164,698
+2,821
| +2% | +$114K | 0.49% | 56 |
|
2023
Q3 | $6.81M | Buy |
161,877
+3,068
| +2% | +$129K | 0.55% | 48 |
|
2023
Q2 | $7.19M | Buy |
158,809
+3,355
| +2% | +$152K | 0.58% | 41 |
|
2023
Q1 | $6.94M | Buy |
155,454
+11,623
| +8% | +$519K | 0.59% | 43 |
|
2022
Q4 | $6.58M | Buy |
143,831
+8,590
| +6% | +$393K | 0.61% | 47 |
|
2022
Q3 | $5.46M | Buy |
135,241
+15,221
| +13% | +$615K | 0.57% | 47 |
|
2022
Q2 | $5.01M | Buy |
120,020
+10,971
| +10% | +$458K | 0.45% | 63 |
|
2022
Q1 | $5.7M | Buy |
109,049
+8,383
| +8% | +$438K | 0.46% | 56 |
|
2021
Q4 | $4.77M | Buy |
100,666
+7,374
| +8% | +$349K | 0.39% | 64 |
|
2021
Q3 | $4.25M | Sell |
93,292
-61
| -0.1% | -$2.78K | 0.44% | 60 |
|
2021
Q2 | $4.45M | Buy |
93,353
+1,804
| +2% | +$86K | 0.45% | 54 |
|
2021
Q1 | $4.68M | Buy |
91,549
+5,066
| +6% | +$259K | 0.49% | 52 |
|
2020
Q4 | $3.55M | Buy |
86,483
+4,135
| +5% | +$170K | 0.4% | 64 |
|
2020
Q3 | $3.18M | Buy |
82,348
+5,993
| +8% | +$232K | 0.45% | 60 |
|
2020
Q2 | $3M | Buy |
76,355
+6,649
| +10% | +$261K | 0.46% | 58 |
|
2020
Q1 | $2.7M | Buy |
69,706
+10,001
| +17% | +$387K | 0.51% | 62 |
|
2019
Q4 | $2.98M | Buy |
+59,705
| New | +$2.98M | 0.53% | 54 |
|