9WM
9258 Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,300
| Closed | -$254K | – | 349 |
|
|
2023
Q4 | $254K | Buy |
6,300
+953
| +18% | +$38.4K | 0.04% | 273 |
|
|
2023
Q3 | $225K | Sell |
5,347
-114
| -2% | -$4.79K | 0.04% | 286 |
|
|
2023
Q2 | $247K | Sell |
5,461
-381
| -7% | -$17.3K | 0.05% | 275 |
|
|
2023
Q1 | $261K | Buy |
5,842
+603
| +12% | +$26.9K | 0.05% | 268 |
|
|
2022
Q4 | $239K | Buy |
5,239
+3
| +0.1% | +$137 | 0.05% | 276 |
|
|
2022
Q3 | $211K | Sell |
5,236
-606
| -10% | -$24.4K | 0.05% | 295 |
|
|
2022
Q2 | $244K | Buy |
5,842
+111
| +2% | +$4.64K | 0.06% | 288 |
|
|
2022
Q1 | $299K | Buy |
5,731
+562
| +11% | +$29.3K | 0.07% | 279 |
|
|
2021
Q4 | $245K | Sell |
5,169
-298
| -5% | -$14.1K | 0.06% | 326 |
|
|
2021
Q3 | $249K | Buy |
5,467
+2
| +0% | +$91 | 0.07% | 294 |
|
|
2021
Q2 | $261K | Buy |
5,465
+503
| +10% | +$24K | 0.07% | 287 |
|
|
2021
Q1 | $254K | Buy |
+4,962
| New | +$254K | 0.08% | 270 |
|
|
2020
Q1 | – | Sell |
-8,423
| Closed | -$420K | – | 297 |
|
|
2019
Q4 | $420K | Buy |
+8,423
| New | +$420K | 0.15% | 172 |
|
|
2019
Q3 | – | Sell |
-5,028
| Closed | -$238K | – | 186 |
|
|
2019
Q2 | $238K | Buy |
5,028
+47
| +0.9% | +$2.23K | 0.19% | 147 |
|
|
2019
Q1 | $286K | Sell |
4,981
-447
| -8% | -$25.7K | 0.24% | 121 |
|
|
2018
Q4 | $268K | Buy |
+5,428
| New | +$268K | 0.26% | 121 |
|