LJI 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 | $267K | Sell |
4,561
-200
| -4% | -$11.7K | 0.05% | 156 |
|
|
2025
Q1 | $286K | Sell |
4,761
-250
| -5% | -$15K | 0.06% | 138 |
|
|
2024
Q4 | $262K | Sell |
5,011
-325
| -6% | -$17K | 0.05% | 145 |
|
|
2024
Q3 | $272K | Sell |
5,336
-1,100
| -17% | -$56.1K | 0.06% | 157 |
|
|
2024
Q2 | $293K | Buy |
6,436
+100
| +2% | +$4.56K | 0.06% | 145 |
|
|
2024
Q1 | $276K | Sell |
6,336
-964
| -13% | -$42.1K | 0.07% | 120 |
|
|
2023
Q4 | $294K | Buy |
7,300
+1,900
| +35% | +$76.6K | 0.08% | 132 |
|
|
2023
Q3 | $227K | Hold |
5,400
| – | – | 0.07% | 147 |
|
|
2023
Q2 | $245K | Buy |
5,400
+100
| +2% | +$4.53K | 0.07% | 137 |
|
|
2023
Q1 | $236K | Hold |
5,300
| – | – | 0.07% | 134 |
|
|
2022
Q4 | $242K | Buy |
+5,300
| New | +$242K | 0.08% | 121 |
|