CWP
Cyndeo Wealth Partners’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
189,967
+4,776
| +3% | +$280K | 0.66% | 37 |
|
|
2025
Q1 | $11.1M | Buy |
185,191
+8,157
| +5% | +$490K | 0.73% | 34 |
|
|
2024
Q4 | $9.26M | Buy |
177,034
+6,031
| +4% | +$315K | 0.63% | 41 |
|
|
2024
Q3 | $8.73M | Sell |
171,003
-134
| -0.1% | -$6.84K | 0.61% | 45 |
|
|
2024
Q2 | $7.8M | Buy |
171,137
+123,702
| +261% | +$5.63M | 0.61% | 39 |
|
|
2024
Q1 | $2.07M | Buy |
47,435
+38,092
| +408% | +$1.66M | 0.17% | 150 |
|
|
2023
Q4 | $377K | Sell |
9,343
-40,417
| -81% | -$1.63M | 0.03% | 284 |
|
|
2023
Q3 | $2.09M | Sell |
49,760
-13
| -0% | -$547 | 0.22% | 123 |
|
|
2023
Q2 | $2.25M | Sell |
49,773
-1,561
| -3% | -$70.7K | 0.24% | 114 |
|
|
2023
Q1 | $2.29M | Buy |
51,334
+21,779
| +74% | +$972K | 0.25% | 113 |
|
|
2022
Q4 | $1.35M | Buy |
+29,555
| New | +$1.35M | 0.16% | 149 |
|