ISWM
Independent Solutions Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
55,973
-439
| -0.8% | -$25.7K | 0.64% | 49 |
|
|
2025
Q1 | $3.38M | Sell |
56,412
-24
| -0% | -$1.44K | 0.76% | 41 |
|
|
2024
Q4 | $2.95M | Buy |
56,436
+3,234
| +6% | +$169K | 0.65% | 46 |
|
|
2024
Q3 | $2.72M | Sell |
53,202
-2,168
| -4% | -$111K | 0.61% | 48 |
|
|
2024
Q2 | $2.52M | Sell |
55,370
-705
| -1% | -$32.1K | 0.58% | 51 |
|
|
2024
Q1 | $2.45M | Buy |
56,075
+1,151
| +2% | +$50.2K | 0.58% | 52 |
|
|
2023
Q4 | $2.22M | Buy |
54,924
+4,454
| +9% | +$180K | 0.57% | 54 |
|
|
2023
Q3 | $2.12M | Buy |
50,470
+6,555
| +15% | +$276K | 0.55% | 46 |
|
|
2023
Q2 | $1.99M | Buy |
43,915
+6,450
| +17% | +$292K | 0.5% | 50 |
|
|
2023
Q1 | $1.67M | Buy |
37,465
+1,605
| +4% | +$71.6K | 0.49% | 50 |
|
|
2022
Q4 | $1.64M | Buy |
35,860
+1,644
| +5% | +$75.1K | 0.5% | 52 |
|
|
2022
Q3 | $1.38M | Sell |
34,216
-1,374
| -4% | -$55.5K | 0.45% | 56 |
|
|
2022
Q2 | $1.49M | Buy |
35,590
+7,691
| +28% | +$321K | 0.46% | 58 |
|
|
2022
Q1 | $1.46M | Buy |
27,899
+7,125
| +34% | +$372K | 0.34% | 70 |
|
|
2021
Q4 | $984K | Buy |
20,774
+2,621
| +14% | +$124K | 0.23% | 92 |
|
|
2021
Q3 | $826K | Buy |
18,153
+2,253
| +14% | +$103K | 0.2% | 99 |
|
|
2021
Q2 | $758K | Buy |
15,900
+1,353
| +9% | +$64.5K | 0.18% | 107 |
|
|
2021
Q1 | $744K | Buy |
14,547
+236
| +2% | +$12.1K | 0.2% | 92 |
|
|
2020
Q4 | $587K | Buy |
14,311
+130
| +0.9% | +$5.33K | 0.18% | 98 |
|
|
2020
Q3 | $548K | Sell |
14,181
-157
| -1% | -$6.07K | 0.21% | 90 |
|
|
2020
Q2 | $563K | Sell |
14,338
-1,658
| -10% | -$65.1K | 0.24% | 83 |
|
|
2020
Q1 | $619K | Buy |
15,996
+730
| +5% | +$28.2K | 0.34% | 56 |
|
|
2019
Q4 | $762K | Buy |
+15,266
| New | +$762K | 0.34% | 60 |
|