Fee-Only Financial Planning’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 | $619K | Hold |
10,553
| – | – | 0.38% | 22 |
|
|
2025
Q1 | $633K | Hold |
10,553
| – | – | 0.43% | 21 |
|
|
2024
Q4 | $552K | Hold |
10,553
| – | – | 0.36% | 23 |
|
|
2024
Q3 | $539K | Sell |
10,553
-200
| -2% | -$10.2K | 0.35% | 24 |
|
|
2024
Q2 | $490K | Hold |
10,753
| – | – | 0.33% | 24 |
|
|
2024
Q1 | $469K | Hold |
10,753
| – | – | 0.32% | 24 |
|
|
2023
Q4 | $434K | Hold |
10,753
| – | – | 0.31% | 25 |
|
|
2023
Q3 | $452K | Hold |
10,753
| – | – | 0.36% | 23 |
|
|
2023
Q2 | $487K | Sell |
10,753
-1
| -0% | -$45 | 0.37% | 24 |
|
|
2023
Q1 | $480K | Buy |
10,754
+1
| +0% | +$45 | 0.39% | 24 |
|
|
2022
Q4 | $492K | Buy |
+10,753
| New | +$492K | 0.41% | 22 |
|