CWM
C2C Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
4,204
-5,048
| -55% | -$296K | 0.22% | 74 |
|
|
2025
Q1 | $555K | Hold |
9,252
| – | – | 0.52% | 43 |
|
|
2024
Q4 | $484K | Hold |
9,252
| – | – | 0.45% | 45 |
|
|
2024
Q3 | $504K | Hold |
9,252
| – | – | 0.47% | 45 |
|
|
2024
Q2 | $421K | Hold |
9,252
| – | – | 0.41% | 48 |
|
|
2024
Q1 | $404K | Sell |
9,252
-400
| -4% | -$17.4K | 0.4% | 50 |
|
|
2023
Q4 | $388K | Hold |
9,652
| – | – | 0.33% | 69 |
|
|
2023
Q3 | $400K | Sell |
9,652
-2,000
| -17% | -$82.9K | 0.06% | 172 |
|
|
2023
Q2 | $529K | Hold |
11,652
| – | – | 0.07% | 147 |
|
|
2023
Q1 | $522K | Buy |
11,652
+1,800
| +18% | +$80.6K | 0.08% | 138 |
|
|
2022
Q4 | $442K | Sell |
9,852
-200
| -2% | -$8.97K | 0.08% | 108 |
|
|
2022
Q3 | $427K | Hold |
10,052
| – | – | 0.08% | 109 |
|
|
2022
Q2 | $432K | Hold |
10,052
| – | – | 0.08% | 116 |
|
|
2022
Q1 | $556K | Hold |
10,052
| – | – | 0.09% | 108 |
|
|
2021
Q4 | $476K | Buy |
+10,052
| New | +$476K | 0.07% | 129 |
|