AWM
Accurate Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Sell |
60,744
-4,540
| -7% | -$266K | 0.54% | 35 |
|
|
2025
Q1 | $3.7M | Sell |
65,284
-1,957
| -3% | -$111K | 0.71% | 25 |
|
|
2024
Q4 | $3.42M | Sell |
67,241
-10,317
| -13% | -$525K | 0.66% | 28 |
|
|
2024
Q3 | $3.87M | Sell |
77,558
-35,210
| -31% | -$1.76M | 0.78% | 24 |
|
|
2024
Q2 | $5.38M | Buy |
112,768
+34,285
| +44% | +$1.64M | 1.29% | 13 |
|
|
2024
Q1 | $3.3M | Buy |
78,483
+30,080
| +62% | +$1.27M | 0.96% | 27 |
|
|
2023
Q4 | $2.01M | Sell |
48,403
-1,104
| -2% | -$45.9K | 0.63% | 46 |
|
|
2023
Q3 | $2.14M | Buy |
49,507
+7,272
| +17% | +$314K | 0.67% | 47 |
|
|
2023
Q2 | $1.92M | Buy |
42,235
+7,377
| +21% | +$336K | 0.6% | 46 |
|
|
2023
Q1 | $1.55M | Buy |
34,858
+13,062
| +60% | +$581K | 0.53% | 50 |
|
|
2022
Q4 | $1M | Buy |
21,796
+10,253
| +89% | +$472K | 0.37% | 61 |
|
|
2022
Q3 | $566K | Buy |
11,543
+48
| +0.4% | +$2.35K | 0.24% | 82 |
|
|
2022
Q2 | $480K | Buy |
11,495
+725
| +7% | +$30.3K | 0.26% | 80 |
|
|
2022
Q1 | $563K | Buy |
10,770
+2,526
| +31% | +$132K | 0.25% | 82 |
|
|
2021
Q4 | $454K | Sell |
8,244
-222
| -3% | -$12.2K | 0.37% | 75 |
|
|
2021
Q3 | $452K | Buy |
8,466
+1,699
| +25% | +$90.7K | 0.39% | 73 |
|
|
2021
Q2 | $323K | Buy |
+6,767
| New | +$323K | 0.28% | 88 |
|