1900 Wealth 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 | $306K | Sell |
5,220
-81
| -2% | -$4.75K | 0.02% | 184 |
|
|
2025
Q1 | $318K | Sell |
5,301
-693
| -12% | -$41.6K | 0.03% | 179 |
|
|
2024
Q4 | $313K | Buy |
5,994
+14
| +0.2% | +$732 | 0.03% | 185 |
|
|
2024
Q3 | $305K | Buy |
5,980
+14
| +0.2% | +$715 | 0.03% | 188 |
|
|
2024
Q2 | $272K | Buy |
5,966
+14
| +0.2% | +$638 | 0.03% | 196 |
|
|
2024
Q1 | $260K | Sell |
5,952
-2,588
| -30% | -$113K | 0.02% | 209 |
|
|
2023
Q4 | $345K | Sell |
8,540
-504
| -6% | -$20.3K | 0.03% | 236 |
|
|
2023
Q3 | $380K | Buy |
9,044
+2,964
| +49% | +$125K | 0.04% | 215 |
|
|
2023
Q2 | $275K | Buy |
6,080
+412
| +7% | +$18.7K | 0.03% | 205 |
|
|
2023
Q1 | $254K | Hold |
5,668
| – | – | 0.03% | 207 |
|
|
2022
Q4 | $259K | Hold |
5,668
| – | – | 0.03% | 204 |
|
|
2022
Q3 | $229K | Buy |
5,668
+3
| +0.1% | +$121 | 0.03% | 207 |
|
|
2022
Q2 | $237K | Buy |
5,665
+115
| +2% | +$4.81K | 0.03% | 208 |
|
|
2022
Q1 | $290K | Sell |
5,550
-270
| -5% | -$14.1K | 0.03% | 209 |
|
|
2021
Q4 | $276K | Hold |
5,820
| – | – | 0.03% | 207 |
|
|
2021
Q3 | $264K | Hold |
5,820
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $277K | Buy |
5,820
+270
| +5% | +$12.9K | 0.03% | 188 |
|
|
2021
Q1 | $284 | Hold |
5,550
| – | – | 0.02% | 148 |
|
|
2020
Q4 | $228K | Buy |
+5,550
| New | +$228K | 0.03% | 133 |
|