Darwin Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.7K | Sell |
455
-356
| -44% | -$20.9K | 0.01% | 251 |
|
|
2025
Q1 | $42.4K | Hold |
811
| – | – | 0.01% | 237 |
|
|
2024
Q4 | $42.4K | Sell |
811
-1,470
| -64% | -$76.9K | 0.01% | 237 |
|
|
2024
Q3 | $116K | Buy |
+2,281
| New | +$116K | 0.03% | 171 |
|
|
2020
Q2 | – | Sell |
-3,666
| Closed | -$141K | – | 516 |
|
|
2020
Q1 | $141K | Buy |
+3,666
| New | +$141K | 0.04% | 155 |
|
|
2019
Q3 | – | Sell |
-4,373
| Closed | -$207K | – | 150 |
|
|
2019
Q2 | $207K | Sell |
4,373
-718
| -14% | -$34K | 0.06% | 140 |
|
|
2019
Q1 | $292K | Buy |
5,091
+360
| +8% | +$20.6K | 0.1% | 126 |
|
|
2018
Q4 | $233K | Sell |
4,731
-82
| -2% | -$4.04K | 0.16% | 87 |
|
|
2018
Q3 | $290K | Sell |
4,813
-631
| -12% | -$38K | 0.16% | 98 |
|
|
2018
Q2 | $309K | Sell |
5,444
-149
| -3% | -$8.46K | 0.2% | 93 |
|
|
2018
Q1 | $347K | Buy |
5,593
+15
| +0.3% | +$931 | 0.25% | 79 |
|
|
2017
Q4 | $397K | Buy |
5,578
+1,848
| +50% | +$132K | 0.17% | 109 |
|
|
2017
Q3 | $237K | Sell |
3,730
-746
| -17% | -$47.4K | 0.23% | 83 |
|
|
2017
Q2 | $333K | Sell |
4,476
-94
| -2% | -$6.99K | 0.18% | 105 |
|
|
2017
Q1 | $326K | Buy |
4,570
+1,029
| +29% | +$73.4K | 0.19% | 100 |
|
|
2016
Q4 | $239K | Sell |
3,541
-59
| -2% | -$3.98K | 0.16% | 95 |
|
|
2016
Q3 | $228K | Buy |
+3,600
| New | +$228K | 0.18% | 82 |
|