Worth Asset 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 | $220K | Buy |
+3,756
| New | +$220K | 0.11% | 131 |
|
|
2024
Q2 | – | Sell |
-4,699
| Closed | -$205K | – | 147 |
|
|
2024
Q1 | $205K | Buy |
+4,699
| New | +$205K | 0.13% | 109 |
|
|
2023
Q3 | – | Sell |
-3,484
| Closed | -$158K | – | 282 |
|
|
2023
Q2 | $158K | Buy |
3,484
+4
| +0.1% | +$181 | 0.12% | 101 |
|
|
2023
Q1 | $155K | Sell |
3,480
-78
| -2% | -$3.48K | 0.12% | 101 |
|
|
2022
Q4 | $163K | Buy |
3,558
+853
| +32% | +$39K | 0.11% | 86 |
|
|
2022
Q3 | $109K | Sell |
2,705
-530
| -16% | -$21.4K | 0.08% | 92 |
|
|
2022
Q2 | $135K | Sell |
3,235
-30,478
| -90% | -$1.27M | 0.09% | 104 |
|
|
2022
Q1 | $1.76M | Buy |
+33,713
| New | +$1.76M | 1.15% | 20 |
|