Elmwood 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 | $267K | Hold |
4,550
| – | – | 0.11% | 118 |
|
|
2025
Q1 | $273K | Hold |
4,550
| – | – | 0.11% | 118 |
|
|
2024
Q4 | $238K | Hold |
4,550
| – | – | 0.1% | 126 |
|
|
2024
Q3 | $232K | Hold |
4,550
| – | – | 0.1% | 122 |
|
|
2024
Q2 | $207K | Sell |
4,550
-47
| -1% | -$2.14K | 0.09% | 120 |
|
|
2024
Q1 | $201K | Buy |
+4,597
| New | +$201K | 0.09% | 121 |
|
|
2023
Q3 | – | Sell |
-4,597
| Closed | -$208K | – | 120 |
|
|
2023
Q2 | $208K | Sell |
4,597
-20
| -0.4% | -$906 | 0.1% | 114 |
|
|
2023
Q1 | $206K | Buy |
4,617
+20
| +0.4% | +$892 | 0.1% | 116 |
|
|
2022
Q4 | $210K | Buy |
+4,597
| New | +$210K | 0.1% | 114 |
|
|
2022
Q2 | – | Sell |
-4,597
| Closed | -$240K | – | 116 |
|
|
2022
Q1 | $240K | Hold |
4,597
| – | – | 0.12% | 106 |
|
|
2021
Q4 | $218K | Buy |
+4,597
| New | +$218K | 0.1% | 107 |
|
|
2021
Q2 | $193K | Hold |
4,047
| – | – | 0.1% | 113 |
|
|
2021
Q1 | $207K | Buy |
+4,047
| New | +$207K | 0.13% | 103 |
|
|
2020
Q3 | $159K | Hold |
4,046
| – | – | 0.13% | 93 |
|
|
2020
Q2 | $159K | Buy |
4,046
+46
| +1% | +$1.81K | 0.13% | 93 |
|
|
2020
Q1 | $249K | Buy |
+4,000
| New | +$249K | 0.24% | 79 |
|
|
2019
Q4 | – | Sell |
-4,000
| Closed | -$164K | – | 187 |
|
|
2019
Q3 | $164K | Hold |
4,000
| – | – | 0.17% | 83 |
|
|
2019
Q2 | $189K | Hold |
4,000
| – | – | 0.17% | 84 |
|
|
2019
Q1 | $230K | Hold |
4,000
| – | – | 0.21% | 78 |
|
|
2018
Q4 | $198K | Hold |
4,000
| – | – | 0.19% | 87 |
|
|
2018
Q3 | $241K | Hold |
4,000
| – | – | 0.2% | 85 |
|
|
2018
Q2 | $227K | Hold |
4,000
| – | – | 0.21% | 87 |
|
|
2018
Q1 | $249K | Buy |
+4,000
| New | +$249K | 0.24% | 79 |
|