KWS
Keystone Wealth Services’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
13,138
+582
| +5% | +$34.1K | 0.19% | 121 |
|
|
2025
Q1 | $754K | Buy |
12,556
+414
| +3% | +$24.8K | 0.2% | 114 |
|
|
2024
Q4 | $635K | Buy |
12,142
+307
| +3% | +$16.1K | 0.17% | 123 |
|
|
2024
Q3 | $604K | Sell |
11,835
-112
| -0.9% | -$5.72K | 0.17% | 124 |
|
|
2024
Q2 | $544K | Buy |
11,947
+29
| +0.2% | +$1.32K | 0.17% | 127 |
|
|
2024
Q1 | $520K | Sell |
11,918
-626
| -5% | -$27.3K | 0.17% | 124 |
|
|
2023
Q4 | $506K | Sell |
12,544
-242
| -2% | -$9.76K | 0.17% | 121 |
|
|
2023
Q3 | $538K | Sell |
12,786
-49
| -0.4% | -$2.06K | 0.2% | 108 |
|
|
2023
Q2 | $581K | Sell |
12,835
-681
| -5% | -$30.8K | 0.22% | 106 |
|
|
2023
Q1 | $603K | Sell |
13,516
-69
| -0.5% | -$3.08K | 0.25% | 95 |
|
|
2022
Q4 | $621K | Buy |
13,585
+30
| +0.2% | +$1.37K | 0.27% | 86 |
|
|
2022
Q3 | $547K | Buy |
13,555
+124
| +0.9% | +$5K | 0.26% | 76 |
|
|
2022
Q2 | $561K | Buy |
13,431
+12
| +0.1% | +$501 | 0.25% | 83 |
|
|
2022
Q1 | $701K | Buy |
13,419
+340
| +3% | +$17.8K | 0.28% | 79 |
|
|
2021
Q4 | $620K | Buy |
+13,079
| New | +$620K | 0.25% | 83 |
|