MinichMacGregor Wealth Management’s Altria Group MO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,076	Closed	-$235K	–	151
2025 Q4	$235K	Sell	4,076 -192	-4%	-$11.6K	0.04%	120
2025 Q3	$282K	Buy	+4,268	New	+$270K	0.06%	113
2023 Q1	–	Sell	-1,317	Closed	-$60.2K	–	422
2022 Q4	$60.2K	Buy	+1,317	New	+$59.7K	0.02%	168
2020 Q2	–	Sell	-5,017	Closed	-$205K	–	96
2020 Q1	$205K	Buy	+5,017	New	+$223K	0.18%	77
2018 Q4	–	Sell	-651	Closed	-$39K	–	338
2018 Q3	$39K	Hold	651	–	–	0.03%	142
2018 Q2	$36K	Sell	651 -4	-0.6%	-$231	0.03%	136
2018 Q1	$40K	Hold	655	–	–	0.03%	127
2017 Q4	$46K	Hold	655	–	–	0.04%	119
2017 Q3	$41K	Buy	655 +136	+26%	+$9.07K	0.03%	117
2017 Q2	$38K	Buy	519 +4	+0.8%	+$293	0.03%	116
2017 Q1	$36K	Hold	515	–	–	0.03%	123
2016 Q4	$34K	Sell	515 -3,025	-85%	-$195K	0.03%	133
2016 Q3	$223K	Buy	3,540 +1,412	+66%	+$93.8K	0.21%	34
2016 Q2	$146K	Hold	2,128	–	–	0.14%	48
2016 Q1	$133K	Sell	2,128 -895	-30%	-$54.1K	0.13%	50
2015 Q4	$154K	Buy	+3,023	New	+$175K	0.14%	43