Badgley Phelps Wealth Managers’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 | $904K | Sell |
15,157
-4
| -0% | -$239 | 0.02% | 182 |
|
|
2025
Q1 | $925K | Sell |
15,161
-242
| -2% | -$14.8K | 0.02% | 177 |
|
|
2024
Q4 | $821K | Sell |
15,403
-200
| -1% | -$10.7K | 0.02% | 184 |
|
|
2024
Q3 | $812K | Sell |
15,603
-500
| -3% | -$26K | 0.02% | 184 |
|
|
2024
Q2 | $750K | Sell |
16,103
-2,841
| -15% | -$132K | 0.02% | 177 |
|
|
2024
Q1 | $845K | Sell |
18,944
-749
| -4% | -$33.4K | 0.02% | 171 |
|
|
2023
Q4 | $814K | Buy |
19,693
+100
| +0.5% | +$4.13K | 0.02% | 168 |
|
|
2023
Q3 | $824K | Sell |
19,593
-26
| -0.1% | -$1.09K | 0.03% | 153 |
|
|
2023
Q2 | $889K | Sell |
19,619
-524
| -3% | -$23.7K | 0.03% | 155 |
|
|
2023
Q1 | $899K | Sell |
20,143
-1,626
| -7% | -$72.6K | 0.03% | 131 |
|
|
2022
Q4 | $995K | Sell |
21,769
-929
| -4% | -$42.5K | 0.04% | 131 |
|
|
2022
Q3 | $917K | Buy |
22,698
+171
| +0.8% | +$6.91K | 0.04% | 124 |
|
|
2022
Q2 | $941K | Sell |
22,527
-611
| -3% | -$25.5K | 0.04% | 126 |
|
|
2022
Q1 | $1.21M | Buy |
23,138
+611
| +3% | +$31.9K | 0.04% | 125 |
|
|
2021
Q4 | $1.07M | Sell |
22,527
-7,086
| -24% | -$336K | 0.03% | 133 |
|
|
2021
Q3 | $1.35M | Buy |
+29,613
| New | +$1.35M | 0.05% | 127 |
|