Impact Partnership Wealth’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 | $572K | Buy |
+9,763
| New | +$572K | 0.11% | 122 |
|
|
2025
Q1 | – | Sell |
-17,591
| Closed | -$920K | – | 311 |
|
|
2024
Q4 | $920K | Buy |
+17,591
| New | +$920K | 0.19% | 62 |
|
|
2024
Q3 | – | Sell |
-17,852
| Closed | -$813K | – | 269 |
|
|
2024
Q2 | $813K | Buy |
17,852
+1,623
| +10% | +$73.9K | 0.21% | 58 |
|
|
2024
Q1 | $708K | Sell |
16,229
-1,936
| -11% | -$84.5K | 0.28% | 43 |
|
|
2023
Q4 | $733K | Buy |
18,165
+4,696
| +35% | +$189K | 0.27% | 50 |
|
|
2023
Q3 | $566K | Buy |
13,469
+527
| +4% | +$22.2K | 0.18% | 59 |
|
|
2023
Q2 | $586K | Buy |
+12,942
| New | +$586K | 0.2% | 49 |
|