CWM
Cornerstone Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
54,576
+735
| +1% | +$43.1K | 0.19% | 111 |
|
|
2025
Q1 | $3.23M | Buy |
53,841
+1,497
| +3% | +$89.9K | 0.22% | 104 |
|
|
2024
Q4 | $2.74M | Buy |
52,344
+4,932
| +10% | +$258K | 0.18% | 113 |
|
|
2024
Q3 | $2.42M | Buy |
47,412
+1,846
| +4% | +$94.2K | 0.17% | 121 |
|
|
2024
Q2 | $2.08M | Buy |
45,566
+3,743
| +9% | +$170K | 0.16% | 130 |
|
|
2024
Q1 | $1.82M | Buy |
41,823
+2,471
| +6% | +$108K | 0.15% | 137 |
|
|
2023
Q4 | $1.59M | Buy |
39,352
+2,203
| +6% | +$88.9K | 0.14% | 141 |
|
|
2023
Q3 | $1.56M | Buy |
37,149
+1,252
| +3% | +$52.6K | 0.15% | 139 |
|
|
2023
Q2 | $1.63M | Sell |
35,897
-671
| -2% | -$30.4K | 0.15% | 137 |
|
|
2023
Q1 | $1.63M | Buy |
+36,568
| New | +$1.63M | 0.16% | 129 |
|
|
2022
Q3 | $1.29M | Buy |
32,024
+1,307
| +4% | +$52.8K | 0.14% | 131 |
|
|
2022
Q2 | $1.28M | Sell |
30,717
-163
| -0.5% | -$6.81K | 0.14% | 134 |
|
|
2022
Q1 | $1.61M | Sell |
30,880
-1,809
| -6% | -$94.5K | 0.16% | 129 |
|
|
2021
Q4 | $1.55M | Buy |
32,689
+1,759
| +6% | +$83.2K | 0.15% | 142 |
|
|
2021
Q3 | $1.41M | Buy |
30,930
+977
| +3% | +$44.5K | 0.15% | 144 |
|
|
2021
Q2 | $1.43M | Buy |
29,953
+337
| +1% | +$16.1K | 0.15% | 139 |
|
|
2021
Q1 | $1.52M | Sell |
29,616
-801
| -3% | -$41K | 0.18% | 119 |
|
|
2020
Q4 | $1.25M | Sell |
30,417
-1,842
| -6% | -$75.5K | 0.16% | 129 |
|
|
2020
Q3 | $1.25M | Buy |
32,259
+3,495
| +12% | +$135K | 0.18% | 110 |
|
|
2020
Q2 | $1.13M | Buy |
28,764
+223
| +0.8% | +$8.75K | 0.18% | 115 |
|
|
2020
Q1 | $1.1M | Buy |
28,541
+570
| +2% | +$22K | 0.21% | 91 |
|
|
2019
Q4 | $1.4M | Sell |
27,971
-3,156
| -10% | -$158K | 0.23% | 85 |
|
|
2019
Q3 | $1.27M | Sell |
31,127
-1,803
| -5% | -$73.7K | 0.22% | 89 |
|
|
2019
Q2 | $1.56M | Buy |
32,930
+4,576
| +16% | +$217K | 0.28% | 71 |
|
|
2019
Q1 | $2.62M | Buy |
28,354
+196
| +0.7% | +$18.1K | 0.32% | 74 |
|
|
2018
Q4 | $1.38M | Sell |
28,158
-1,805,372
| -98% | -$88.6M | 0.3% | 74 |
|
|
2018
Q3 | $28.8M | Buy |
1,833,530
+561,776
| +44% | +$8.84M | 0.36% | 58 |
|
|
2018
Q2 | $22.8M | Buy |
1,271,754
+1,248,380
| +5,341% | +$22.3M | 0.26% | 86 |
|
|
2018
Q1 | $1.41M | Buy |
23,374
+344
| +1% | +$20.8K | 0.27% | 72 |
|
|
2017
Q4 | $1.63M | Sell |
23,030
-5,815
| -20% | -$411K | 0.31% | 68 |
|
|
2017
Q3 | $1.84M | Buy |
28,845
+1,532
| +6% | +$97.7K | 0.38% | 47 |
|
|
2017
Q2 | $2.01M | Buy |
27,313
+6,134
| +29% | +$451K | 0.45% | 41 |
|
|
2017
Q1 | $1.52M | Buy |
21,179
+1,496
| +8% | +$108K | 0.38% | 51 |
|
|
2016
Q4 | $1.33M | Buy |
19,683
+77
| +0.4% | +$5.21K | 0.43% | 47 |
|
|
2016
Q3 | $1.21M | Buy |
+19,606
| New | +$1.21M | 0.45% | 40 |
|