Act 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 | $287K | Sell |
4,900
-908
| -16% | -$53.2K | 0.12% | 39 |
|
|
2025
Q1 | $349K | Buy |
5,808
+110
| +2% | +$6.6K | 0.16% | 30 |
|
|
2024
Q4 | $298K | Buy |
5,698
+99
| +2% | +$5.18K | 0.14% | 34 |
|
|
2024
Q3 | $286K | Buy |
5,599
+240
| +4% | +$12.2K | 0.13% | 32 |
|
|
2024
Q2 | $244K | Buy |
5,359
+191
| +4% | +$8.7K | 0.12% | 35 |
|
|
2024
Q1 | $225K | Buy |
+5,168
| New | +$225K | 0.11% | 36 |
|
|
2023
Q4 | – | Sell |
-4,779
| Closed | -$201K | – | 47 |
|
|
2023
Q3 | $201K | Buy |
4,779
+110
| +2% | +$4.63K | 0.13% | 33 |
|
|
2023
Q2 | $211K | Buy |
4,669
+41
| +0.9% | +$1.86K | 0.12% | 38 |
|
|
2023
Q1 | $207K | Buy |
4,628
+41
| +0.9% | +$1.83K | 0.12% | 41 |
|
|
2022
Q4 | $210K | Buy |
+4,587
| New | +$210K | 0.13% | 39 |
|
|
2022
Q2 | – | Sell |
-4,497
| Closed | -$235K | – | 42 |
|
|
2022
Q1 | $235K | Hold |
4,497
| – | – | 0.13% | 36 |
|
|
2021
Q4 | $213K | Hold |
4,497
| – | – | 0.12% | 34 |
|
|
2021
Q3 | $214K | Hold |
4,497
| – | – | 0.13% | 32 |
|
|
2021
Q2 | $214K | Hold |
4,497
| – | – | 0.13% | 33 |
|
|
2021
Q1 | $230K | Buy |
+4,497
| New | +$230K | 0.15% | 28 |
|