Journey Strategic Wealth’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 | $864K | Buy |
14,741
+7,344
| +99% | +$431K | 0.03% | 192 |
|
|
2025
Q1 | $444K | Buy |
7,397
+15
| +0.2% | +$900 | 0.02% | 249 |
|
|
2024
Q4 | $386K | Sell |
7,382
-160
| -2% | -$8.37K | 0.01% | 279 |
|
|
2024
Q3 | $385K | Sell |
7,542
-2,762
| -27% | -$141K | 0.01% | 268 |
|
|
2024
Q2 | $469K | Sell |
10,304
-119
| -1% | -$5.42K | 0.02% | 169 |
|
|
2024
Q1 | $455K | Buy |
10,423
+1,845
| +22% | +$80.5K | 0.02% | 138 |
|
|
2023
Q4 | $346K | Buy |
+8,578
| New | +$346K | 0.02% | 123 |
|
|
2023
Q2 | – | Sell |
-10,094
| Closed | -$450K | – | 246 |
|
|
2023
Q1 | $450K | Buy |
10,094
+5,248
| +108% | +$234K | 0.05% | 112 |
|
|
2022
Q4 | $222K | Buy |
+4,846
| New | +$222K | 0.03% | 194 |
|
|
2022
Q2 | – | Sell |
-4,263
| Closed | -$223K | – | 180 |
|
|
2022
Q1 | $223K | Buy |
+4,263
| New | +$223K | 0.02% | 142 |
|