Lineweaver Wealth Advisors’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 | – | Sell |
-3,393
| Closed | -$204K | – | 159 |
|
|
2025
Q1 | $204K | Buy |
+3,393
| New | +$204K | 0.03% | 140 |
|
|
2023
Q3 | – | Sell |
-4,589
| Closed | -$208K | – | 140 |
|
|
2023
Q2 | $208K | Sell |
4,589
-40
| -0.9% | -$1.81K | 0.06% | 113 |
|
|
2023
Q1 | $207K | Sell |
4,629
-9,543
| -67% | -$426K | 0.06% | 119 |
|
|
2022
Q4 | $648K | Sell |
14,172
-1,625
| -10% | -$74.3K | 0.2% | 83 |
|
|
2022
Q3 | $638K | Buy |
15,797
+151
| +1% | +$6.1K | 0.21% | 80 |
|
|
2022
Q2 | $653K | Buy |
15,646
+5,479
| +54% | +$229K | 0.22% | 76 |
|
|
2022
Q1 | $531K | Buy |
+10,167
| New | +$531K | 0.15% | 90 |
|