Jeppson Wealth Management’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 | $257K | Sell |
4,385
-200
| -4% | -$11.7K | 0.09% | 180 |
|
|
2025
Q1 | $275K | Sell |
4,585
-225
| -5% | -$13.5K | 0.1% | 165 |
|
|
2024
Q4 | $252K | Buy |
4,810
+100
| +2% | +$5.23K | 0.09% | 172 |
|
|
2024
Q3 | $240K | Hold |
4,710
| – | – | 0.09% | 176 |
|
|
2024
Q2 | $215K | Hold |
4,710
| – | – | 0.08% | 187 |
|
|
2024
Q1 | $205K | Sell |
4,710
-940
| -17% | -$41K | 0.08% | 195 |
|
|
2023
Q4 | $228K | Sell |
5,650
-300
| -5% | -$12.1K | 0.09% | 178 |
|
|
2023
Q3 | $250K | Hold |
5,950
| – | – | 0.11% | 157 |
|
|
2023
Q2 | $270K | Hold |
5,950
| – | – | 0.12% | 156 |
|
|
2023
Q1 | $265K | Hold |
5,950
| – | – | 0.12% | 160 |
|
|
2022
Q4 | $272K | Sell |
5,950
-100
| -2% | -$4.57K | 0.11% | 156 |
|
|
2022
Q3 | $244K | Buy |
6,050
+799
| +15% | +$32.2K | 0.11% | 161 |
|
|
2022
Q2 | $219K | Buy |
5,251
+501
| +11% | +$20.9K | 0.09% | 170 |
|
|
2022
Q1 | $248K | Buy |
+4,750
| New | +$248K | 0.12% | 147 |
|
|
2020
Q4 | – | Sell |
-1,750
| Closed | -$68K | – | 326 |
|
|
2020
Q3 | $68K | Buy |
+1,750
| New | +$68K | 0.05% | 197 |
|