Measured Wealth Private Client Group’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 | $850K | Buy |
+14,494
| New | +$850K | 0.25% | 57 |
|
|
2019
Q3 | – | Sell |
-5,886
| Closed | -$279K | – | 177 |
|
|
2019
Q2 | $279K | Sell |
5,886
-3,290
| -36% | -$156K | 0.16% | 143 |
|
|
2019
Q1 | $527K | Buy |
+9,176
| New | +$527K | 0.32% | 61 |
|
|
2018
Q4 | – | Sell |
-5,342
| Closed | -$323K | – | 464 |
|
|
2018
Q3 | $323K | Buy |
5,342
+1
| +0% | +$60 | 0.19% | 100 |
|
|
2018
Q2 | $303K | Buy |
+5,341
| New | +$303K | 0.25% | 97 |
|