Waddell & Associates’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 | $580K | Sell |
9,884
-1,300
| -12% | -$76.2K | 0.06% | 95 |
|
|
2025
Q1 | $671K | Hold |
11,184
| – | – | 0.08% | 63 |
|
|
2024
Q4 | $585K | Buy |
+11,184
| New | +$585K | 0.06% | 74 |
|
|
2023
Q4 | – | Sell |
-5,323
| Closed | -$224K | – | 163 |
|
|
2023
Q3 | $224K | Buy |
5,323
+15
| +0.3% | +$631 | 0.03% | 157 |
|
|
2023
Q2 | $240K | Buy |
5,308
+49
| +0.9% | +$2.22K | 0.04% | 153 |
|
|
2023
Q1 | $235K | Buy |
5,259
+77
| +1% | +$3.44K | 0.04% | 138 |
|
|
2022
Q4 | $237K | Buy |
+5,182
| New | +$237K | 0.04% | 130 |
|