Westside Investment Management’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 | $224K | Buy |
3,816
+166
| +5% | +$9.73K | 0.04% | 241 |
|
|
2025
Q1 | $219K | Hold |
3,650
| – | – | 0.05% | 223 |
|
|
2024
Q4 | $191K | Hold |
3,650
| – | – | 0.04% | 237 |
|
|
2024
Q3 | $186K | Hold |
3,650
| – | – | 0.04% | 248 |
|
|
2024
Q2 | $166K | Hold |
3,650
| – | – | 0.04% | 248 |
|
|
2024
Q1 | $159K | Sell |
3,650
-600
| -14% | -$26.2K | 0.04% | 248 |
|
|
2023
Q4 | $171K | Hold |
4,250
| – | – | 0.04% | 227 |
|
|
2023
Q3 | $179K | Hold |
4,250
| – | – | 0.05% | 215 |
|
|
2023
Q2 | $193K | Sell |
4,250
-300
| -7% | -$13.6K | 0.05% | 211 |
|
|
2023
Q1 | $203K | Hold |
4,550
| – | – | 0.06% | 202 |
|
|
2022
Q4 | $27.5K | Sell |
4,550
-2,100
| -32% | -$12.7K | 0.07% | 152 |
|
|
2022
Q3 | $112K | Buy |
6,650
+2,100
| +46% | +$35.3K | 0.27% | 87 |
|
|
2022
Q2 | $28.5K | Hold |
4,550
| – | – | 0.06% | 151 |
|
|
2022
Q1 | $31.7K | Hold |
4,550
| – | – | 0.07% | 144 |
|
|
2021
Q4 | $28.6K | Hold |
4,550
| – | – | 0.07% | 146 |
|
|
2021
Q3 | $27.6K | Sell |
4,550
-100
| -2% | -$606 | 0.06% | 146 |
|
|
2021
Q2 | $28.8K | Sell |
4,650
-1,000
| -18% | -$6.19K | 0.07% | 144 |
|
|
2021
Q1 | $31K | Sell |
5,650
-1,000
| -15% | -$5.48K | 0.08% | 131 |
|
|
2020
Q4 | $57.6K | Sell |
6,650
-95
| -1% | -$823 | 0.16% | 93 |
|
|
2020
Q3 | $54.3K | Sell |
6,745
-120
| -2% | -$966 | 0.02% | 86 |
|
|
2020
Q2 | $55.2K | Buy |
6,865
+200
| +3% | +$1.61K | 0.03% | 69 |
|
|
2020
Q1 | $43.5K | Buy |
+6,665
| New | +$43.5K | 0.03% | 90 |
|
|
2019
Q2 | $23K | Buy |
+5,712
| New | +$23K | 0.05% | 57 |
|
|
2018
Q4 | $257K | Buy |
5,212
+871
| +20% | +$42.9K | 0.09% | 135 |
|
|
2018
Q3 | $262K | Buy |
4,341
+170
| +4% | +$10.3K | 0.08% | 127 |
|
|
2018
Q2 | $233K | Buy |
4,171
+220
| +6% | +$12.3K | 0.08% | 149 |
|
|
2018
Q1 | $239K | Sell |
3,951
-200
| -5% | -$12.1K | 0.13% | 143 |
|
|
2017
Q4 | $292K | Sell |
4,151
-489
| -11% | -$34.4K | 0.16% | 127 |
|
|
2017
Q3 | $295K | Buy |
4,640
+200
| +5% | +$12.7K | 0.18% | 115 |
|
|
2017
Q2 | $327K | Sell |
4,440
-300
| -6% | -$22.1K | 0.21% | 98 |
|
|
2017
Q1 | $341K | Buy |
4,740
+246
| +5% | +$17.7K | 0.16% | 94 |
|
|
2016
Q4 | $304K | Buy |
+4,494
| New | +$304K | 0.21% | 74 |
|