JPWM
Jamison Private Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
17,140
-18,546
| -52% | -$1.09M | 0.14% | 106 |
|
|
2025
Q1 | $2.14M | Sell |
35,686
-3,371
| -9% | -$202K | 0.33% | 72 |
|
|
2024
Q4 | $2.04M | Buy |
39,057
+18,546
| +90% | +$970K | 0.3% | 76 |
|
|
2024
Q3 | $1.05M | Sell |
20,511
-338
| -2% | -$17.3K | 0.16% | 103 |
|
|
2024
Q2 | $950K | Sell |
20,849
-1,025
| -5% | -$46.7K | 0.16% | 101 |
|
|
2024
Q1 | $954K | Buy |
21,874
+3,403
| +18% | +$148K | 0.16% | 99 |
|
|
2023
Q4 | $745K | Sell |
18,471
-829
| -4% | -$33.4K | 0.14% | 106 |
|
|
2023
Q3 | $812K | Buy |
+19,300
| New | +$812K | 0.17% | 101 |
|