Castle Rock Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $721K | Sell |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $690K | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $544K | Buy |
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $374K | Buy |
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|
2021
Q3 | $333K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $270K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $279K | Sell |
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|
2018
Q1 | $337K | Sell |
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|
2017
Q4 | $451K | Buy |
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