FWM
Focused Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
30,694
-274
| -0.9% | -$16.1K | 0.22% | 49 |
|
|
2025
Q1 | $1.86M | Buy |
30,968
+335
| +1% | +$20.1K | 0.25% | 44 |
|
|
2024
Q4 | $1.6M | Buy |
30,633
+3,126
| +11% | +$163K | 0.22% | 45 |
|
|
2024
Q3 | $1.4M | Buy |
27,507
+63
| +0.2% | +$3.22K | 0.18% | 54 |
|
|
2024
Q2 | $1.25M | Buy |
27,444
+1,240
| +5% | +$56.5K | 0.18% | 53 |
|
|
2024
Q1 | $1.14M | Buy |
26,204
+408
| +2% | +$17.8K | 0.18% | 56 |
|
|
2023
Q4 | $1.04M | Sell |
25,796
-826
| -3% | -$33.3K | 0.17% | 54 |
|
|
2023
Q3 | $1.12M | Buy |
26,622
+613
| +2% | +$25.8K | 0.2% | 52 |
|
|
2023
Q2 | $1.18M | Buy |
26,009
+1,124
| +5% | +$50.9K | 0.21% | 52 |
|
|
2023
Q1 | $1.11M | Buy |
24,885
+724
| +3% | +$32.3K | 0.22% | 47 |
|
|
2022
Q4 | $1.1M | Sell |
24,161
-66
| -0.3% | -$3.02K | 0.22% | 53 |
|
|
2022
Q3 | $978K | Buy |
24,227
+473
| +2% | +$19.1K | 0.21% | 52 |
|
|
2022
Q2 | $992K | Buy |
23,754
+300
| +1% | +$12.5K | 0.18% | 64 |
|
|
2022
Q1 | $1.23M | Buy |
23,454
+692
| +3% | +$36.1K | 0.19% | 57 |
|
|
2021
Q4 | $1.08M | Buy |
22,762
+1,778
| +8% | +$84.3K | 0.17% | 62 |
|
|
2021
Q3 | $955K | Buy |
20,984
+1,011
| +5% | +$46K | 0.16% | 62 |
|
|
2021
Q2 | $952K | Buy |
19,973
+9
| +0% | +$429 | 0.16% | 67 |
|
|
2021
Q1 | $1.02M | Buy |
19,964
+1,524
| +8% | +$77.9K | 0.18% | 65 |
|
|
2020
Q4 | $756K | Buy |
18,440
+11,955
| +184% | +$490K | 0.15% | 71 |
|
|
2020
Q3 | $251K | Buy |
6,485
+40
| +0.6% | +$1.55K | 0.05% | 125 |
|
|
2020
Q2 | $253K | Buy |
6,445
+397
| +7% | +$15.6K | 0.06% | 117 |
|
|
2020
Q1 | $234K | Buy |
6,048
+757
| +14% | +$29.3K | 0.07% | 113 |
|
|
2019
Q4 | $264K | Buy |
5,291
+155
| +3% | +$7.73K | 0.06% | 117 |
|
|
2019
Q3 | $210K | Buy |
5,136
+767
| +18% | +$31.4K | 0.06% | 130 |
|
|
2019
Q2 | $207K | Sell |
4,369
-460
| -10% | -$21.8K | 0.06% | 140 |
|
|
2019
Q1 | $277K | Hold |
4,829
| – | – | 0.08% | 112 |
|
|
2018
Q4 | $239K | Buy |
4,829
+1,001
| +26% | +$49.5K | 0.08% | 128 |
|
|
2018
Q3 | $231K | Sell |
3,828
-817
| -18% | -$49.3K | 0.08% | 129 |
|
|
2018
Q2 | $264K | Buy |
4,645
+1,164
| +33% | +$66.2K | 0.09% | 124 |
|
|
2018
Q1 | $217K | Sell |
3,481
-996
| -22% | -$62.1K | 0.07% | 145 |
|
|
2017
Q4 | $320K | Sell |
4,477
-1,405
| -24% | -$100K | 0.1% | 106 |
|
|
2017
Q3 | $373K | Buy |
5,882
+1,042
| +22% | +$66.1K | 0.12% | 96 |
|
|
2017
Q2 | $360K | Sell |
4,840
-114
| -2% | -$8.48K | 0.13% | 96 |
|
|
2017
Q1 | $354K | Sell |
4,954
-96
| -2% | -$6.86K | 0.14% | 97 |
|
|
2016
Q4 | $341K | Buy |
5,050
+1,104
| +28% | +$74.5K | 0.14% | 93 |
|
|
2016
Q3 | $249K | Buy |
3,946
+4
| +0.1% | +$252 | 0.11% | 115 |
|
|
2016
Q2 | $272K | Sell |
3,942
-543
| -12% | -$37.5K | 0.13% | 102 |
|
|
2016
Q1 | $281K | Sell |
4,485
-261
| -5% | -$16.4K | 0.15% | 92 |
|
|
2015
Q4 | $276K | Buy |
4,746
+7
| +0.1% | +$407 | 0.16% | 89 |
|
|
2015
Q3 | $258K | Sell |
4,739
-272
| -5% | -$14.8K | 0.16% | 79 |
|
|
2015
Q2 | $245K | Sell |
5,011
-478
| -9% | -$23.4K | 0.15% | 85 |
|
|
2015
Q1 | $275K | Buy |
5,489
+340
| +7% | +$17K | 0.17% | 82 |
|
|
2014
Q4 | $254K | Sell |
5,149
-97
| -2% | -$4.79K | 0.18% | 80 |
|
|
2014
Q3 | $241K | Buy |
5,246
+1,537
| +41% | +$70.6K | 0.18% | 83 |
|
|
2014
Q2 | $156K | Buy |
3,709
+602
| +19% | +$25.3K | 0.12% | 102 |
|
|
2014
Q1 | $116K | Buy |
3,107
+187
| +6% | +$6.98K | 0.1% | 113 |
|
|
2013
Q4 | $112K | Buy |
2,920
+368
| +14% | +$14.1K | 0.09% | 120 |
|
|
2013
Q3 | $88K | Buy |
+2,552
| New | +$88K | 0.08% | 123 |
|