Wealthspire Advisors (New York)’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 | $3.52M | Buy |
59,973
+1,640
| +3% | +$96.2K | 0.02% | 200 |
|
2025
Q1 | $3.5M | Sell |
58,333
-4,259
| -7% | -$256K | 0.02% | 190 |
|
2024
Q4 | $3.27M | Buy |
62,592
+3,370
| +6% | +$176K | 0.03% | 185 |
|
2024
Q3 | $3.02M | Buy |
59,222
+4,672
| +9% | +$238K | 0.03% | 188 |
|
2024
Q2 | $2.48M | Buy |
54,550
+21,163
| +63% | +$964K | 0.03% | 179 |
|
2024
Q1 | $1.46M | Sell |
33,387
-2,637
| -7% | -$115K | 0.02% | 250 |
|
2023
Q4 | $1.45M | Buy |
36,024
+11,096
| +45% | +$448K | 0.02% | 248 |
|
2023
Q3 | $1.05M | Buy |
24,928
+239
| +1% | +$10.1K | 0.02% | 271 |
|
2023
Q2 | $1.12M | Sell |
24,689
-914
| -4% | -$41.4K | 0.02% | 228 |
|
2023
Q1 | $1.14M | Sell |
25,603
-4,721
| -16% | -$211K | 0.02% | 227 |
|
2022
Q4 | $1.39M | Buy |
30,324
+3,020
| +11% | +$138K | 0.03% | 202 |
|
2022
Q3 | $1.1M | Buy |
27,304
+4,255
| +18% | +$172K | 0.02% | 214 |
|
2022
Q2 | $963K | Buy |
23,049
+1,885
| +9% | +$78.8K | 0.02% | 214 |
|
2022
Q1 | $1.11M | Sell |
21,164
-10,460
| -33% | -$547K | 0.02% | 180 |
|
2021
Q4 | $1.5M | Buy |
31,624
+718
| +2% | +$34K | 0.03% | 174 |
|
2021
Q3 | $1.41M | Buy |
30,906
+14,135
| +84% | +$643K | 0.03% | 207 |
|
2021
Q2 | $800K | Sell |
16,771
-35,798
| -68% | -$1.71M | 0.02% | 182 |
|
2021
Q1 | $2.69M | Buy |
52,569
+18,674
| +55% | +$955K | 0.06% | 137 |
|
2020
Q4 | $1.39M | Sell |
33,895
-10,942
| -24% | -$449K | 0.04% | 170 |
|
2020
Q3 | $1.73M | Buy |
44,837
+10,931
| +32% | +$422K | 0.1% | 94 |
|
2020
Q2 | $1.33M | Sell |
33,906
-14,844
| -30% | -$583K | 0.09% | 92 |
|
2020
Q1 | $1.89M | Buy |
48,750
+10,430
| +27% | +$403K | 0.08% | 130 |
|
2019
Q4 | $1.91M | Buy |
38,320
+4,820
| +14% | +$241K | 0.14% | 44 |
|
2019
Q3 | $1.37M | Buy |
33,500
+16,597
| +98% | +$679K | 0.11% | 39 |
|
2019
Q2 | $800K | Buy |
16,903
+2,690
| +19% | +$127K | 0.07% | 38 |
|
2019
Q1 | $816K | Buy |
14,213
+13,203
| +1,307% | +$758K | 0.08% | 29 |
|
2018
Q4 | $50K | Buy |
+1,010
| New | +$50K | ﹤0.01% | 184 |
|