LGWM
Litman Gregory Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
4,307
| – | – | 0.02% | 124 |
|
|
2025
Q1 | $259K | Hold |
4,307
| – | – | 0.02% | 124 |
|
|
2024
Q4 | $225K | Hold |
4,307
| – | – | 0.02% | 126 |
|
|
2024
Q3 | $220K | Buy |
+4,307
| New | +$220K | 0.02% | 133 |
|
|
2021
Q2 | – | Sell |
-150
| Closed | -$8K | – | 142 |
|
|
2021
Q1 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 153 |
|
|
2019
Q4 | – | Sell |
-631
| Closed | -$26K | – | 247 |
|
|
2019
Q3 | $26K | Sell |
631
-31
| -5% | -$1.28K | 0.01% | 96 |
|
|
2019
Q2 | $31K | Buy |
662
+62
| +10% | +$2.9K | 0.01% | 114 |
|
|
2019
Q1 | $34K | Hold |
600
| – | – | 0.01% | 78 |
|
|
2018
Q4 | $30K | Buy |
+600
| New | +$30K | 0.01% | 86 |
|