IFWM
Institute for Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
8,852
+1,032
| +13% | +$60.5K | 0.06% | 304 |
|
|
2025
Q1 | $469K | Buy |
7,820
+2,850
| +57% | +$171K | 0.06% | 305 |
|
|
2024
Q4 | $260K | Buy |
4,970
+7
| +0.1% | +$366 | 0.03% | 431 |
|
|
2024
Q3 | $253K | Sell |
4,963
-108
| -2% | -$5.51K | 0.03% | 455 |
|
|
2024
Q2 | $231K | Buy |
5,071
+9
| +0.2% | +$410 | 0.03% | 447 |
|
|
2024
Q1 | $221K | Sell |
5,062
-129
| -2% | -$5.63K | 0.03% | 459 |
|
|
2023
Q4 | $209K | Buy |
5,191
+155
| +3% | +$6.25K | 0.03% | 449 |
|
|
2023
Q3 | $212K | Buy |
5,036
+415
| +9% | +$17.5K | 0.04% | 418 |
|
|
2023
Q2 | $209K | Sell |
4,621
-64
| -1% | -$2.9K | 0.04% | 424 |
|
|
2023
Q1 | $209K | Sell |
4,685
-2,355
| -33% | -$105K | 0.04% | 416 |
|
|
2022
Q4 | $322K | Buy |
7,040
+410
| +6% | +$18.7K | 0.07% | 334 |
|
|
2022
Q3 | $268K | Buy |
6,630
+5
| +0.1% | +$202 | 0.06% | 359 |
|
|
2022
Q2 | $277K | Sell |
6,625
-467
| -7% | -$19.5K | 0.05% | 411 |
|
|
2022
Q1 | $371K | Buy |
7,092
+6
| +0.1% | +$314 | 0.06% | 355 |
|
|
2021
Q4 | $336K | Buy |
7,086
+5
| +0.1% | +$237 | 0.05% | 353 |
|
|
2021
Q3 | $322K | Buy |
7,081
+56
| +0.8% | +$2.55K | 0.06% | 352 |
|
|
2021
Q2 | $335K | Sell |
7,025
-47
| -0.7% | -$2.24K | 0.06% | 345 |
|
|
2021
Q1 | $362K | Buy |
7,072
+6
| +0.1% | +$307 | 0.07% | 321 |
|
|
2020
Q4 | $290K | Sell |
7,066
-1,234
| -15% | -$50.6K | 0.06% | 349 |
|
|
2020
Q3 | $321K | Sell |
8,300
-8,661
| -51% | -$335K | 0.07% | 301 |
|
|
2020
Q2 | $666K | Sell |
16,961
-2,379
| -12% | -$93.4K | 0.16% | 170 |
|
|
2020
Q1 | $748K | Buy |
19,340
+810
| +4% | +$31.3K | 0.23% | 116 |
|
|
2019
Q4 | $925K | Buy |
18,530
+519
| +3% | +$25.9K | 0.21% | 134 |
|
|
2019
Q3 | $737K | Sell |
18,011
-3,420
| -16% | -$140K | 0.19% | 161 |
|
|
2019
Q2 | $1.02M | Buy |
21,431
+130
| +0.6% | +$6.16K | 0.22% | 131 |
|
|
2019
Q1 | $1.22M | Buy |
21,301
+390
| +2% | +$22.4K | 0.27% | 103 |
|
|
2018
Q4 | $1.03M | Sell |
20,911
-1,362
| -6% | -$67.3K | 0.42% | 71 |
|
|
2018
Q3 | $1.35M | Sell |
22,273
-1,603
| -7% | -$97.4K | 0.46% | 70 |
|
|
2018
Q2 | $1.35M | Buy |
23,876
+2,821
| +13% | +$160K | 0.43% | 74 |
|
|
2018
Q1 | $1.18M | Buy |
21,055
+1,436
| +7% | +$80.3K | 0.35% | 100 |
|
|
2017
Q4 | $1.4M | Sell |
19,619
-5,026
| -20% | -$357K | 0.32% | 93 |
|
|
2017
Q3 | $1.56M | Sell |
24,645
-824
| -3% | -$52.1K | 0.51% | 60 |
|
|
2017
Q2 | $1.9M | Buy |
+25,469
| New | +$1.9M | 0.52% | 42 |
|