Meridian 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 | $893K | Buy |
15,283
+374
| +3% | +$21.9K | 0.04% | 330 |
|
|
2025
Q1 | $891K | Sell |
14,909
-161
| -1% | -$9.63K | 0.04% | 310 |
|
|
2024
Q4 | $786K | Buy |
15,070
+1,364
| +10% | +$71.2K | 0.04% | 332 |
|
|
2024
Q3 | $698K | Sell |
13,706
-124
| -0.9% | -$6.32K | 0.03% | 350 |
|
|
2024
Q2 | $630K | Buy |
+13,830
| New | +$630K | 0.08% | 152 |
|
|
2024
Q1 | – | Sell |
-15,271
| Closed | -$618K | – | 382 |
|
|
2023
Q4 | $618K | Buy |
15,271
+1,064
| +7% | +$43K | 0.04% | 338 |
|
|
2023
Q3 | $598K | Sell |
14,207
-729
| -5% | -$30.7K | 0.04% | 328 |
|
|
2023
Q2 | $677K | Sell |
14,936
-190
| -1% | -$8.61K | 0.06% | 270 |
|
|
2023
Q1 | $675K | Buy |
15,126
+2,378
| +19% | +$106K | 0.06% | 270 |
|
|
2022
Q4 | $583K | Buy |
12,748
+525
| +4% | +$24K | 0.06% | 282 |
|
|
2022
Q3 | $494K | Buy |
12,223
+275
| +2% | +$11.1K | 0.05% | 281 |
|
|
2022
Q2 | $499K | Buy |
11,948
+1,891
| +19% | +$79K | 0.04% | 352 |
|
|
2022
Q1 | $525K | Sell |
10,057
-3,994
| -28% | -$208K | 0.06% | 233 |
|
|
2021
Q4 | $665K | Buy |
14,051
+957
| +7% | +$45.3K | 0.07% | 205 |
|
|
2021
Q3 | $596K | Buy |
13,094
+5,151
| +65% | +$234K | 0.07% | 206 |
|
|
2021
Q2 | $378K | Sell |
7,943
-2,950
| -27% | -$140K | 0.05% | 271 |
|
|
2021
Q1 | $558K | Buy |
+10,893
| New | +$558K | 0.08% | 200 |
|
|
2020
Q4 | – | Sell |
-5,843
| Closed | -$225K | – | 345 |
|
|
2020
Q3 | $225K | Buy |
+5,843
| New | +$225K | 0.06% | 222 |
|
|
2020
Q2 | – | Sell |
-5,239
| Closed | -$202K | – | 239 |
|
|
2020
Q1 | $202K | Buy |
5,239
+1,142
| +28% | +$44K | 0.09% | 189 |
|
|
2019
Q4 | $204K | Sell |
4,097
-1,440
| -26% | -$71.7K | 0.1% | 192 |
|
|
2019
Q3 | $226K | Sell |
5,537
-21,195
| -79% | -$865K | 0.11% | 179 |
|
|
2019
Q2 | $12.7K | Sell |
26,732
-747
| -3% | -$354 | 0.51% | 31 |
|
|
2019
Q1 | $1.58M | Sell |
27,479
-687
| -2% | -$39.5K | 0.72% | 25 |
|
|
2018
Q4 | $1.39M | Sell |
28,166
-4,936
| -15% | -$244K | 0.82% | 23 |
|
|
2018
Q3 | $2M | Sell |
33,102
-1,857
| -5% | -$112K | 0.86% | 27 |
|
|
2018
Q2 | $1.99M | Sell |
34,959
-540
| -2% | -$30.7K | 0.93% | 25 |
|
|
2018
Q1 | $2.21M | Sell |
35,499
-21,910
| -38% | -$1.37M | 1.1% | 25 |
|
|
2017
Q4 | $3.67M | Buy |
57,409
+155
| +0.3% | +$9.91K | 2.26% | 12 |
|
|
2017
Q3 | $3.63M | Sell |
57,254
-53,565
| -48% | -$3.4M | 2.3% | 12 |
|
|
2017
Q2 | $8.25M | Sell |
110,819
-544
| -0.5% | -$40.5K | 5.23% | 2 |
|
|
2017
Q1 | $7.95M | Buy |
111,363
+16,381
| +17% | +$1.17M | 4.77% | 1 |
|
|
2016
Q4 | $6.43M | Buy |
+94,982
| New | +$6.43M | 5.1% | 1 |
|