MWM
Mattern Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Hold |
10,876
| – | – | 0.13% | 78 |
|
|
2025
Q1 | $653K | Hold |
10,876
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $569K | Hold |
10,876
| – | – | 0.13% | 90 |
|
|
2024
Q3 | $555K | Sell |
10,876
-400
| -4% | -$20.4K | 0.12% | 98 |
|
|
2024
Q2 | $514K | Hold |
11,276
| – | – | 0.12% | 102 |
|
|
2024
Q1 | $492K | Sell |
11,276
-500
| -4% | -$21.8K | 0.12% | 107 |
|
|
2023
Q4 | $475K | Sell |
11,776
-103
| -0.9% | -$4.16K | 0.12% | 110 |
|
|
2023
Q3 | $500K | Buy |
11,879
+1
| +0% | +$42 | 0.15% | 104 |
|
|
2023
Q2 | $538K | Buy |
11,878
+74
| +0.6% | +$3.35K | 0.16% | 103 |
|
|
2023
Q1 | $527K | Sell |
11,804
-150
| -1% | -$6.69K | 0.17% | 112 |
|
|
2022
Q4 | $546K | Sell |
11,954
-475
| -4% | -$21.7K | 0.22% | 98 |
|
|
2022
Q3 | $502K | Sell |
12,429
-675
| -5% | -$27.3K | 0.2% | 97 |
|
|
2022
Q2 | $547K | Buy |
13,104
+528
| +4% | +$22K | 0.21% | 90 |
|
|
2022
Q1 | $657K | Hold |
12,576
| – | – | 0.22% | 90 |
|
|
2021
Q4 | $596K | Hold |
12,576
| – | – | 0.18% | 102 |
|
|
2021
Q3 | $572K | Buy |
12,576
+200
| +2% | +$9.1K | 0.19% | 101 |
|
|
2021
Q2 | $586K | Sell |
12,376
-48
| -0.4% | -$2.27K | 0.19% | 103 |
|
|
2021
Q1 | $636K | Buy |
12,424
+150
| +1% | +$7.68K | 0.22% | 92 |
|
|
2020
Q4 | $503K | Hold |
12,274
| – | – | 0.19% | 106 |
|
|
2020
Q3 | $474K | Sell |
12,274
-50
| -0.4% | -$1.93K | 0.2% | 99 |
|
|
2020
Q2 | $484K | Hold |
12,324
| – | – | 0.24% | 93 |
|
|
2020
Q1 | $477K | Sell |
12,324
-1,995
| -14% | -$77.2K | 0.34% | 84 |
|
|
2019
Q4 | $715K | Buy |
+14,319
| New | +$715K | 0.43% | 76 |
|