WealthTrust Axiom’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 | $610K | Buy |
10,403
+2,500
| +32% | +$147K | 0.18% | 116 |
|
|
2025
Q1 | $474K | Hold |
7,903
| – | – | 0.14% | 133 |
|
|
2024
Q4 | $413K | Buy |
7,903
+269
| +4% | +$14.1K | 0.12% | 156 |
|
|
2024
Q3 | $390K | Buy |
7,634
+2,655
| +53% | +$136K | 0.12% | 163 |
|
|
2024
Q2 | $227K | Hold |
4,979
| – | – | 0.08% | 210 |
|
|
2024
Q1 | $217K | Hold |
4,979
| – | – | 0.07% | 220 |
|
|
2023
Q4 | $201K | Buy |
4,979
+31
| +0.6% | +$1.25K | 0.07% | 220 |
|
|
2023
Q3 | $208K | Sell |
4,948
-1,093
| -18% | -$46K | 0.07% | 207 |
|
|
2023
Q2 | $274K | Sell |
6,041
-196
| -3% | -$8.88K | 0.09% | 188 |
|
|
2023
Q1 | $278K | Sell |
6,237
-4
| -0.1% | -$178 | 0.09% | 187 |
|
|
2022
Q4 | $285K | Hold |
6,241
| – | – | 0.1% | 173 |
|
|
2022
Q3 | $252K | Hold |
6,241
| – | – | 0.1% | 178 |
|
|
2022
Q2 | $260K | Hold |
6,241
| – | – | 0.09% | 182 |
|
|
2022
Q1 | $326K | Sell |
6,241
-50
| -0.8% | -$2.61K | 0.1% | 169 |
|
|
2021
Q4 | $298K | Hold |
6,291
| – | – | 0.1% | 180 |
|
|
2021
Q3 | $286K | Sell |
6,291
-7
| -0.1% | -$318 | 0.1% | 174 |
|
|
2021
Q2 | $300K | Buy |
6,298
+7
| +0.1% | +$333 | 0.1% | 174 |
|
|
2021
Q1 | $321K | Hold |
6,291
| – | – | 0.11% | 160 |
|
|
2020
Q4 | $257K | Buy |
+6,291
| New | +$257K | 0.09% | 177 |
|
|
2020
Q1 | – | Sell |
-5,291
| Closed | -$264K | – | 216 |
|
|
2019
Q4 | $264K | Hold |
5,291
| – | – | 0.09% | 167 |
|
|
2019
Q3 | $216K | Hold |
5,291
| – | – | 0.08% | 193 |
|
|
2019
Q2 | $250K | Sell |
5,291
-400
| -7% | -$18.9K | 0.09% | 176 |
|
|
2019
Q1 | $326K | Hold |
5,691
| – | – | 0.12% | 148 |
|
|
2018
Q4 | $281K | Sell |
5,691
-900
| -14% | -$44.4K | 0.12% | 145 |
|
|
2018
Q3 | $397K | Buy |
6,591
+600
| +10% | +$36.1K | 0.13% | 129 |
|
|
2018
Q2 | $340K | Hold |
5,991
| – | – | 0.12% | 144 |
|
|
2018
Q1 | $373K | Buy |
5,991
+200
| +3% | +$12.5K | 0.14% | 137 |
|
|
2017
Q4 | $413K | Sell |
5,791
-300
| -5% | -$21.4K | 0.15% | 122 |
|
|
2017
Q3 | $386K | Hold |
6,091
| – | – | 0.15% | 131 |
|
|
2017
Q2 | $453K | Hold |
6,091
| – | – | 0.17% | 117 |
|
|
2017
Q1 | $435K | Sell |
6,091
-50
| -0.8% | -$3.57K | 0.16% | 122 |
|
|
2016
Q4 | $415K | Buy |
6,141
+1,250
| +26% | +$84.5K | 0.15% | 127 |
|
|
2016
Q3 | $309K | Sell |
4,891
-564
| -10% | -$35.6K | 0.12% | 146 |
|
|
2016
Q2 | $376K | Sell |
5,455
-195
| -3% | -$13.4K | 0.14% | 125 |
|
|
2016
Q1 | $354K | Buy |
5,650
+5
| +0.1% | +$313 | 0.14% | 132 |
|
|
2015
Q4 | $328K | Sell |
5,645
-94
| -2% | -$5.46K | 0.13% | 131 |
|
|
2015
Q3 | $312K | Buy |
5,739
+5
| +0.1% | +$272 | 0.13% | 130 |
|
|
2015
Q2 | $280K | Buy |
5,734
+6
| +0.1% | +$293 | 0.1% | 156 |
|
|
2015
Q1 | $286K | Sell |
5,728
-95
| -2% | -$4.74K | 0.1% | 152 |
|
|
2014
Q4 | $286K | Buy |
5,823
+6
| +0.1% | +$295 | 0.1% | 157 |
|
|
2014
Q3 | $267K | Buy |
5,817
+6
| +0.1% | +$275 | 0.09% | 159 |
|
|
2014
Q2 | $243K | Buy |
5,811
+7
| +0.1% | +$293 | 0.08% | 166 |
|
|
2014
Q1 | $217K | Buy |
5,804
+517
| +10% | +$19.3K | 0.08% | 171 |
|
|
2013
Q4 | $202K | Buy |
+5,287
| New | +$202K | 0.08% | 167 |
|