Waterloo Capital’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 | $4.85M | Sell |
82,777
-5,826
| -7% | -$342K | 0.39% | 56 |
|
|
2025
Q1 | $5.32M | Buy |
88,603
+10,926
| +14% | +$656K | 0.49% | 50 |
|
|
2024
Q4 | $4.06M | Buy |
77,677
+2,884
| +4% | +$151K | 0.43% | 56 |
|
|
2024
Q3 | $3.82M | Buy |
74,793
+9,284
| +14% | +$474K | 0.42% | 58 |
|
|
2024
Q2 | $2.98M | Buy |
65,509
+5,214
| +9% | +$237K | 0.36% | 73 |
|
|
2024
Q1 | $2.63M | Buy |
60,295
+23,547
| +64% | +$1.03M | 0.34% | 75 |
|
|
2023
Q4 | $1.48M | Buy |
+36,748
| New | +$1.48M | 0.24% | 102 |
|