West Family Investments’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 | $518K | Buy |
8,831
+2,635
| +43% | +$154K | 0.14% | 154 |
|
|
2025
Q1 | $372K | Hold |
6,196
| – | – | 0.14% | 144 |
|
|
2024
Q4 | $324K | Buy |
6,196
+93
| +2% | +$4.86K | 0.11% | 179 |
|
|
2024
Q3 | $311K | Buy |
6,103
+715
| +13% | +$36.5K | 0.11% | 201 |
|
|
2024
Q2 | $245K | Buy |
5,388
+26
| +0.5% | +$1.18K | 0.07% | 206 |
|
|
2024
Q1 | $234K | Buy |
+5,362
| New | +$234K | 0.07% | 228 |
|
|
2023
Q3 | – | Sell |
-5,153
| Closed | -$233K | – | 247 |
|
|
2023
Q2 | $233K | Buy |
+5,153
| New | +$233K | 0.09% | 198 |
|
|
2021
Q3 | – | Sell |
-5,478
| Closed | -$261K | – | 371 |
|
|
2021
Q2 | $261K | Buy |
+5,478
| New | +$261K | 0.07% | 256 |
|