MSWM
Mowery & Schoenfeld Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Hold |
640
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $38.4K | Sell |
640
-388
| -38% | -$23.3K | 0.08% | 152 |
|
|
2024
Q4 | $53.8K | Buy |
1,028
+228
| +29% | +$11.9K | 0.1% | 110 |
|
|
2024
Q3 | $40.8K | Hold |
800
| – | – | 0.06% | 112 |
|
|
2024
Q2 | $36.4K | Hold |
800
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $34.9K | Buy |
+800
| New | +$34.9K | 0.07% | 89 |
|