GWMIA
Global Wealth Management Investment Advisory’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
4,361
+468
| +12% | +$27.4K | 0.05% | 134 |
|
|
2025
Q1 | $234K | Sell |
3,893
-500
| -11% | -$30K | 0.05% | 131 |
|
|
2024
Q4 | $230K | Sell |
4,393
-500
| -10% | -$26.1K | 0.05% | 131 |
|
|
2024
Q3 | $250K | Buy |
+4,893
| New | +$250K | 0.05% | 127 |
|
|
2024
Q1 | – | Sell |
-4,193
| Closed | -$169K | – | 324 |
|
|
2023
Q4 | $169K | Sell |
4,193
-280
| -6% | -$11.3K | 0.04% | 134 |
|
|
2023
Q3 | $188K | Buy |
4,473
+80
| +2% | +$3.36K | 0.05% | 134 |
|
|
2023
Q2 | $199K | Buy |
+4,393
| New | +$199K | 0.05% | 136 |
|
|
2023
Q1 | – | Sell |
-4,425
| Closed | -$202K | – | 135 |
|
|
2022
Q4 | $202K | Buy |
+4,425
| New | +$202K | 0.07% | 128 |
|
|
2022
Q3 | – | Sell |
-4,393
| Closed | -$183K | – | 342 |
|
|
2022
Q2 | $183K | Sell |
4,393
-11
| -0.2% | -$458 | 0.06% | 136 |
|
|
2022
Q1 | $230K | Sell |
4,404
-200
| -4% | -$10.4K | 0.07% | 137 |
|
|
2021
Q4 | $218K | Sell |
4,604
-1,000
| -18% | -$47.4K | 0.07% | 136 |
|
|
2021
Q3 | $255K | Hold |
5,604
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $267K | Sell |
5,604
-22
| -0.4% | -$1.05K | 0.09% | 115 |
|
|
2021
Q1 | $288K | Sell |
5,626
-62
| -1% | -$3.17K | 0.1% | 110 |
|
|
2020
Q4 | $233K | Buy |
5,688
+30
| +0.5% | +$1.23K | 0.09% | 104 |
|
|
2020
Q3 | $219K | Sell |
5,658
-2,088
| -27% | -$80.8K | 0.09% | 104 |
|
|
2020
Q2 | $304K | Sell |
7,746
-796
| -9% | -$31.2K | 0.13% | 100 |
|
|
2020
Q1 | $330K | Sell |
8,542
-26,447
| -76% | -$1.02M | 0.17% | 87 |
|
|
2019
Q4 | $1.75M | Sell |
34,989
-22,029
| -39% | -$1.1M | 0.74% | 54 |
|
|
2019
Q3 | $2.33M | Buy |
57,018
+3,822
| +7% | +$156K | 1.07% | 31 |
|
|
2019
Q2 | $2.52M | Buy |
53,196
+7,735
| +17% | +$366K | 1.22% | 29 |
|
|
2019
Q1 | $2.61M | Sell |
45,461
-591
| -1% | -$33.9K | 1.36% | 24 |
|
|
2018
Q4 | $2.28M | Buy |
+46,052
| New | +$2.28M | 1.32% | 15 |
|