AWM

AllSquare Wealth Management’s Altria Group MO Stock Holding History

AllSquare Wealth Management’s Portfolio MO Stock Details MO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$37.8K	Hold	645	–	–	0.02%	254
2025 Q1	$38.7K	Hold	645	–	–	0.02%	240
2024 Q4	$33.7K	Hold	645	–	–	0.02%	250
2024 Q3	$32.9K	Hold	645	–	–	0.02%	258
2024 Q2	$29.4K	Hold	645	–	–	0.02%	264
2024 Q1	$28.1K	Hold	645	–	–	0.02%	261
2023 Q4	$26K	Sell	645 -56	-8%	-$2.26K	0.02%	268
2023 Q3	$29.5K	Hold	701	–	–	0.02%	260
2023 Q2	$31.1K	Hold	701	–	–	0.02%	264
2023 Q1	$31.3K	Hold	701	–	–	0.02%	264
2022 Q4	$32K	Hold	701	–	–	0.02%	244
2022 Q3	$28K	Hold	701	–	–	0.02%	250
2022 Q2	$29K	Hold	701	–	–	0.02%	256
2022 Q1	$37K	Buy	701 +56	+9%	+$2.96K	0.02%	255
2021 Q4	$31K	Hold	645	–	–	0.02%	275
2021 Q3	$29K	Hold	645	–	–	0.02%	280
2021 Q2	$31K	Hold	645	–	–	0.02%	285
2021 Q1	$33K	Hold	645	–	–	0.02%	271
2020 Q4	$26K	Hold	645	–	–	0.02%	255
2020 Q3	$25K	Hold	645	–	–	0.02%	250
2020 Q2	$25K	Hold	645	–	–	0.02%	247
2020 Q1	$25K	Hold	645	–	–	0.02%	227
2019 Q4	$32K	Sell	645 -275	-30%	-$13.6K	0.02%	228
2019 Q3	$38K	Sell	920 -260	-22%	-$10.7K	0.03%	214
2019 Q2	$56K	Hold	1,180	–	–	0.04%	174
2019 Q1	$68K	Buy	1,180 +550	+87%	+$31.7K	0.05%	154
2018 Q4	$31K	Hold	630	–	–	0.03%	215
2018 Q3	$38K	Hold	630	–	–	0.03%	197
2018 Q2	$36K	Buy	630 +530	+530%	+$30.3K	0.03%	209
2018 Q1	$6K	Sell	100 -39	-28%	-$2.34K	﹤0.01%	315
2017 Q4	$10K	Hold	139	–	–	0.01%	285
2017 Q3	$9K	Hold	139	–	–	0.01%	271
2017 Q2	$10K	Hold	139	–	–	0.01%	132
2017 Q1	$10K	Hold	139	–	–	0.01%	261
2016 Q4	$9K	Sell	139 -25	-15%	-$1.62K	0.01%	238
2016 Q3	$10K	Buy	164 +25	+18%	+$1.52K	0.01%	218
2016 Q2	$10K	Sell	139 -39	-22%	-$2.81K	0.01%	209
2016 Q1	$11K	Hold	178	–	–	0.01%	205
2015 Q4	$10K	Sell	178 -39	-18%	-$2.19K	0.01%	210
2015 Q3	$12K	Hold	217	–	–	0.01%	214
2015 Q2	$11K	Hold	217	–	–	0.01%	221
2015 Q1	$11K	Hold	217	–	–	0.01%	222
2014 Q4	$11K	Buy	+217	New	+$11K	0.01%	222