Finer 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 | $1.26M | Buy |
21,421
+358
| +2% | +$21K | 0.67% | 33 |
|
|
2025
Q1 | $1.26M | Hold |
21,063
| – | – | 0.76% | 31 |
|
|
2024
Q4 | $1.1M | Sell |
21,063
-83
| -0.4% | -$4.34K | 0.63% | 36 |
|
|
2024
Q3 | $1.08M | Buy |
21,146
+8,443
| +66% | +$431K | 0.67% | 32 |
|
|
2024
Q2 | $579K | Sell |
12,703
-2,842
| -18% | -$129K | 0.37% | 49 |
|
|
2024
Q1 | $678K | Sell |
15,545
-67
| -0.4% | -$2.92K | 0.45% | 44 |
|
|
2023
Q4 | $630K | Sell |
15,612
-2,056
| -12% | -$82.9K | 0.47% | 46 |
|
|
2023
Q3 | $743K | Hold |
17,668
| – | – | 0.59% | 40 |
|
|
2023
Q2 | $800K | Hold |
17,668
| – | – | 0.63% | 38 |
|
|
2023
Q1 | $788K | Hold |
17,668
| – | – | 0.67% | 38 |
|
|
2022
Q4 | $808K | Buy |
17,668
+2,547
| +17% | +$116K | 0.76% | 36 |
|
|
2022
Q3 | $611K | Hold |
15,121
| – | – | 0.6% | 41 |
|
|
2022
Q2 | $632K | Buy |
15,121
+7,282
| +93% | +$304K | 0.58% | 45 |
|
|
2022
Q1 | $410K | Sell |
7,839
-1,120
| -13% | -$58.6K | 0.33% | 59 |
|
|
2021
Q4 | $425K | Buy |
+8,959
| New | +$425K | 0.35% | 59 |
|