Destination 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 | $357K | Buy |
+6,092
| New | +$357K | 0.01% | 203 |
|
|
2019
Q3 | – | Sell |
-1,986
| Closed | -$94K | – | 363 |
|
|
2019
Q2 | $94K | Sell |
1,986
-129
| -6% | -$6.11K | 0.01% | 192 |
|
|
2019
Q1 | $121K | Sell |
2,115
-1,482
| -41% | -$84.8K | 0.01% | 172 |
|
|
2018
Q4 | $178K | Buy |
3,597
+386
| +12% | +$19.1K | 0.01% | 147 |
|
|
2018
Q3 | $194K | Buy |
3,211
+1,003
| +45% | +$60.6K | 0.01% | 153 |
|
|
2018
Q2 | $125K | Sell |
2,208
-6,514
| -75% | -$369K | 0.01% | 166 |
|
|
2018
Q1 | $544K | Buy |
8,722
+4,397
| +102% | +$274K | 0.03% | 110 |
|
|
2017
Q4 | $309K | Sell |
4,325
-213
| -5% | -$15.2K | 0.02% | 130 |
|
|
2017
Q3 | $288K | Sell |
4,538
-300
| -6% | -$19K | 0.02% | 136 |
|
|
2017
Q2 | $360K | Buy |
4,838
+880
| +22% | +$65.5K | 0.02% | 121 |
|
|
2017
Q1 | $283K | Sell |
3,958
-65
| -2% | -$4.65K | 0.02% | 133 |
|
|
2016
Q4 | $272K | Buy |
+4,023
| New | +$272K | 0.02% | 143 |
|
|
2015
Q3 | – | Sell |
-12,488
| Closed | -$611K | – | 185 |
|
|
2015
Q2 | $611K | Buy |
+12,488
| New | +$611K | 0.04% | 159 |
|