Jeppson Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Sell |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $252K | Buy |
|
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|
2024
Q3 | $240K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $205K | Sell |
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|
2023
Q4 | $228K | Sell |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $68K | Buy |
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