CWM
Cranbrook Wealth Management’s Altria Group MO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.8K | Buy |
1,447
+12
| +0.8% | +$704 | 0.02% | 171 |
|
2025
Q1 | $86.1K | Sell |
1,435
-173
| -11% | -$10.4K | 0.02% | 163 |
|
2024
Q4 | $84.1K | Buy |
1,608
+14
| +0.9% | +$732 | 0.02% | 164 |
|
2024
Q3 | $81.4K | Buy |
1,594
+13
| +0.8% | +$664 | 0.02% | 161 |
|
2024
Q2 | $72K | Buy |
1,581
+14
| +0.9% | +$638 | 0.02% | 165 |
|
2024
Q1 | $68.3K | Sell |
1,567
-178
| -10% | -$7.76K | 0.02% | 143 |
|
2023
Q4 | $70.4K | Sell |
1,745
-2,139
| -55% | -$86.3K | 0.02% | 141 |
|
2023
Q3 | $163K | Buy |
3,884
+12
| +0.3% | +$505 | 0.05% | 94 |
|
2023
Q2 | $175K | Buy |
3,872
+11
| +0.3% | +$498 | 0.05% | 96 |
|
2023
Q1 | $172K | Buy |
3,861
+12
| +0.3% | +$535 | 0.05% | 94 |
|
2022
Q4 | $176K | Sell |
3,849
-604
| -14% | -$27.6K | 0.05% | 95 |
|
2022
Q3 | $180K | Buy |
4,453
+12
| +0.3% | +$485 | 0.05% | 100 |
|
2022
Q2 | $186K | Sell |
4,441
-62
| -1% | -$2.6K | 0.05% | 99 |
|
2022
Q1 | $235K | Sell |
4,503
-290
| -6% | -$15.1K | 0.05% | 96 |
|
2021
Q4 | $227K | Buy |
4,793
+8
| +0.2% | +$379 | 0.05% | 98 |
|
2021
Q3 | $218K | Buy |
4,785
+99
| +2% | +$4.51K | 0.05% | 97 |
|
2021
Q2 | $223K | Buy |
4,686
+9
| +0.2% | +$428 | 0.05% | 96 |
|
2021
Q1 | $239K | Buy |
4,677
+1,739
| +59% | +$88.9K | 0.06% | 94 |
|
2020
Q4 | $120K | Buy |
2,938
+1,172
| +66% | +$47.9K | 0.03% | 118 |
|
2020
Q3 | $68K | Buy |
1,766
+10
| +0.6% | +$385 | 0.02% | 129 |
|
2020
Q2 | $69K | Buy |
1,756
+9
| +0.5% | +$354 | 0.02% | 123 |
|
2020
Q1 | $68K | Buy |
1,747
+8
| +0.5% | +$311 | 0.02% | 120 |
|
2019
Q4 | $87K | Sell |
1,739
-821
| -32% | -$41.1K | 0.02% | 115 |
|
2019
Q3 | $105K | Buy |
2,560
+193
| +8% | +$7.92K | 0.03% | 107 |
|
2019
Q2 | $112K | Buy |
2,367
+6
| +0.3% | +$284 | 0.03% | 101 |
|
2019
Q1 | $136K | Buy |
2,361
+7
| +0.3% | +$403 | 0.04% | 93 |
|
2018
Q4 | $116K | Sell |
2,354
-158
| -6% | -$7.79K | 0.04% | 93 |
|
2018
Q3 | $151K | Buy |
2,512
+5
| +0.2% | +$301 | 0.05% | 77 |
|
2018
Q2 | $142K | Sell |
2,507
-189
| -7% | -$10.7K | 0.05% | 75 |
|
2018
Q1 | $168K | Buy |
2,696
+3
| +0.1% | +$187 | 0.07% | 70 |
|
2017
Q4 | $192K | Sell |
2,693
-133
| -5% | -$9.48K | 0.08% | 65 |
|
2017
Q3 | $179K | Sell |
2,826
-841
| -23% | -$53.3K | 0.07% | 66 |
|
2017
Q2 | $273K | Buy |
3,667
+3
| +0.1% | +$223 | 0.12% | 58 |
|
2017
Q1 | $262K | Sell |
3,664
-796
| -18% | -$56.9K | 0.12% | 55 |
|
2016
Q4 | $302K | Buy |
4,460
+803
| +22% | +$54.4K | 0.15% | 53 |
|
2016
Q3 | $231K | Sell |
3,657
-153
| -4% | -$9.66K | 0.12% | 52 |
|
2016
Q2 | $263K | Buy |
3,810
+3
| +0.1% | +$207 | 0.13% | 50 |
|
2016
Q1 | $239K | Buy |
3,807
+3
| +0.1% | +$188 | 0.13% | 50 |
|
2015
Q4 | $221K | Buy |
3,804
+4
| +0.1% | +$232 | 0.13% | 49 |
|
2015
Q3 | $207K | Buy |
3,800
+4
| +0.1% | +$218 | 0.12% | 50 |
|
2015
Q2 | $186K | Sell |
3,796
-48
| -1% | -$2.35K | 0.11% | 53 |
|
2015
Q1 | $192K | Buy |
3,844
+402
| +12% | +$20.1K | 0.11% | 54 |
|
2014
Q4 | $170K | Buy |
+3,442
| New | +$170K | 0.11% | 57 |
|
2014
Q1 | – | Sell |
-3,420
| Closed | -$131K | – | 195 |
|
2013
Q4 | $131K | Buy |
+3,420
| New | +$131K | 0.09% | 67 |
|