Golden State 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 | $298K | Sell |
5,075
-597
| -11% | -$35K | 0.04% | 303 |
|
|
2025
Q1 | $340K | Buy |
5,672
+113
| +2% | +$6.78K | 0.05% | 274 |
|
|
2024
Q4 | $291K | Buy |
+5,559
| New | +$291K | 0.04% | 274 |
|
|
2022
Q1 | $353K | Sell |
6,761
-1,110
| -14% | -$58K | 0.07% | 218 |
|
|
2021
Q4 | $373K | Buy |
7,871
+331
| +4% | +$15.7K | 0.06% | 258 |
|
|
2021
Q3 | $343K | Sell |
7,540
-711
| -9% | -$32.3K | 0.07% | 210 |
|
|
2021
Q2 | $393K | Buy |
8,251
+412
| +5% | +$19.6K | 0.09% | 192 |
|
|
2021
Q1 | $401K | Sell |
7,839
-3,361
| -30% | -$172K | 0.13% | 118 |
|
|
2020
Q4 | $459K | Sell |
11,200
-5,478
| -33% | -$225K | 0.13% | 134 |
|
|
2020
Q3 | $644K | Sell |
16,678
-5,547
| -25% | -$214K | 0.22% | 75 |
|
|
2020
Q2 | $872K | Buy |
22,225
+344
| +2% | +$13.5K | 0.28% | 58 |
|
|
2020
Q1 | $846K | Buy |
21,881
+16,877
| +337% | +$653K | 0.37% | 44 |
|
|
2019
Q4 | $250K | Sell |
5,004
-21,879
| -81% | -$1.09M | 0.05% | 49 |
|
|
2019
Q3 | $1.1M | Buy |
26,883
+15,228
| +131% | +$623K | 0.36% | 55 |
|
|
2019
Q2 | $551K | Sell |
11,655
-227
| -2% | -$10.7K | 0.17% | 110 |
|
|
2019
Q1 | $682K | Buy |
+11,882
| New | +$682K | 0.23% | 95 |
|