Mission 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 | $1.08M | Buy |
18,421
+412
| +2% | +$24.2K | 0.02% | 301 |
|
|
2025
Q1 | $1.08M | Buy |
18,009
+442
| +3% | +$26.5K | 0.03% | 272 |
|
|
2024
Q4 | $919K | Buy |
17,567
+167
| +1% | +$8.73K | 0.02% | 292 |
|
|
2024
Q3 | $888K | Buy |
17,400
+3,178
| +22% | +$162K | 0.02% | 304 |
|
|
2024
Q2 | $648K | Sell |
14,222
-9,841
| -41% | -$448K | 0.02% | 338 |
|
|
2024
Q1 | $1.05M | Sell |
24,063
-14,939
| -38% | -$652K | 0.03% | 269 |
|
|
2023
Q4 | $1.57M | Sell |
39,002
-4,359
| -10% | -$176K | 0.05% | 172 |
|
|
2023
Q3 | $1.82M | Buy |
43,361
+13,084
| +43% | +$550K | 0.07% | 136 |
|
|
2023
Q2 | $1.37M | Buy |
30,277
+12,102
| +67% | +$548K | 0.05% | 174 |
|
|
2023
Q1 | $811K | Sell |
18,175
-1,365
| -7% | -$60.9K | 0.03% | 249 |
|
|
2022
Q4 | $893K | Buy |
19,540
+1,005
| +5% | +$45.9K | 0.04% | 215 |
|
|
2022
Q3 | $748K | Buy |
18,535
+2,756
| +17% | +$111K | 0.04% | 223 |
|
|
2022
Q2 | $659K | Sell |
15,779
-6,395
| -29% | -$267K | 0.03% | 249 |
|
|
2022
Q1 | $1.16M | Buy |
22,174
+244
| +1% | +$12.8K | 0.05% | 165 |
|
|
2021
Q4 | $1.04M | Buy |
21,930
+1,290
| +6% | +$61.1K | 0.05% | 180 |
|
|
2021
Q3 | $940K | Buy |
20,640
+4,282
| +26% | +$195K | 0.05% | 179 |
|
|
2021
Q2 | $780K | Sell |
16,358
-794
| -5% | -$37.9K | 0.04% | 202 |
|
|
2021
Q1 | $877K | Sell |
17,152
-477
| -3% | -$24.4K | 0.05% | 163 |
|
|
2020
Q4 | $723K | Buy |
17,629
+956
| +6% | +$39.2K | 0.05% | 173 |
|
|
2020
Q3 | $644K | Sell |
16,673
-1,729
| -9% | -$66.8K | 0.05% | 167 |
|
|
2020
Q2 | $722K | Buy |
18,402
+4,270
| +30% | +$168K | 0.06% | 149 |
|
|
2020
Q1 | $546K | Sell |
14,132
-5,320
| -27% | -$206K | 0.06% | 149 |
|
|
2019
Q4 | $971K | Sell |
19,452
-3,988
| -17% | -$199K | 0.09% | 115 |
|
|
2019
Q3 | $959K | Sell |
23,440
-1,082
| -4% | -$44.3K | 0.1% | 105 |
|
|
2019
Q2 | $1.16M | Buy |
24,522
+1,614
| +7% | +$76.4K | 0.13% | 86 |
|
|
2019
Q1 | $1.32M | Sell |
22,908
-1,253
| -5% | -$72K | 0.15% | 81 |
|
|
2018
Q4 | $1.19M | Buy |
24,161
+5,159
| +27% | +$255K | 0.16% | 75 |
|
|
2018
Q3 | $1.15M | Buy |
19,002
+1,446
| +8% | +$87.2K | 0.15% | 83 |
|
|
2018
Q2 | $997K | Sell |
17,556
-668
| -4% | -$37.9K | 0.15% | 86 |
|
|
2018
Q1 | $1.14M | Sell |
18,224
-79
| -0.4% | -$4.92K | 0.18% | 66 |
|
|
2017
Q4 | $1.31M | Sell |
18,303
-195
| -1% | -$13.9K | 0.22% | 53 |
|
|
2017
Q3 | $1.17M | Sell |
18,498
-937
| -5% | -$59.4K | 0.22% | 54 |
|
|
2017
Q2 | $1.45M | Buy |
19,435
+1,457
| +8% | +$108K | 0.27% | 45 |
|
|
2017
Q1 | $1.28M | Sell |
17,978
-292
| -2% | -$20.9K | 0.25% | 47 |
|
|
2016
Q4 | $1.24M | Buy |
18,270
+508
| +3% | +$34.3K | 0.25% | 47 |
|
|
2016
Q3 | $1.12M | Sell |
17,762
-667
| -4% | -$42.2K | 0.27% | 44 |
|
|
2016
Q2 | $1.27M | Buy |
18,429
+65
| +0.4% | +$4.48K | 0.34% | 34 |
|
|
2016
Q1 | $1.15M | Buy |
18,364
+299
| +2% | +$18.7K | 0.31% | 38 |
|
|
2015
Q4 | $1.05M | Buy |
18,065
+482
| +3% | +$28.1K | 0.3% | 36 |
|
|
2015
Q3 | $956K | Buy |
17,583
+1,842
| +12% | +$100K | 0.29% | 35 |
|
|
2015
Q2 | $787K | Buy |
+15,741
| New | +$787K | 0.27% | 44 |
|