HighMark 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
$441K Buy
7,526
+7,324
+3,626% +$429K 0.22% 53
2025
Q1
$12.1K Buy
202
+3
+2% +$180 0.01% 255
2024
Q4
$10.4K Buy
199
+2
+1% +$105 0.01% 280
2024
Q3
$10.1K Buy
197
+2
+1% +$102 0.01% 300
2024
Q2
$8.88K Buy
195
+3
+2% +$137 0.01% 299
2024
Q1
$8.4K Buy
192
+2
+1% +$87 0.01% 311
2023
Q4
$7.67K Sell
190
-31
-14% -$1.25K 0.01% 304
2023
Q3
$9.28K Buy
221
+35
+19% +$1.47K 0.01% 263
2023
Q2
$8.41K Buy
186
+100
+116% +$4.52K 0.01% 282
2023
Q1
$3.82K Hold
86
﹤0.01% 439
2022
Q4
$3.91K Hold
86
﹤0.01% 373
2022
Q3
$3K Hold
86
﹤0.01% 394
2022
Q2
$4K Hold
86
﹤0.01% 375
2022
Q1
$4K Hold
86
﹤0.01% 384
2021
Q4
$4K Hold
86
﹤0.01% 380
2021
Q3
$4K Hold
86
﹤0.01% 387
2021
Q2
$4K Hold
86
﹤0.01% 392
2021
Q1
$4K Hold
86
﹤0.01% 360
2020
Q4
$4K Hold
86
﹤0.01% 359
2020
Q3
$3K Hold
86
﹤0.01% 369
2020
Q2
$3K Sell
86
-128
-60% -$4.47K ﹤0.01% 366
2020
Q1
$8K Sell
214
-543
-72% -$20.3K 0.01% 171
2019
Q4
$37K Buy
+757
New +$37K 0.04% 97