Northwest 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 | $275K | Buy |
4,685
+18
| +0.4% | +$1.06K | 0.05% | 158 |
|
|
2025
Q1 | $280K | Sell |
4,667
-186
| -4% | -$11.2K | 0.06% | 143 |
|
|
2024
Q4 | $254K | Buy |
4,853
+47
| +1% | +$2.46K | 0.05% | 139 |
|
|
2024
Q3 | $245K | Buy |
4,806
+15
| +0.3% | +$766 | 0.06% | 142 |
|
|
2024
Q2 | $218K | Sell |
4,791
-159
| -3% | -$7.24K | 0.06% | 154 |
|
|
2024
Q1 | $216K | Buy |
+4,950
| New | +$216K | 0.06% | 158 |
|
|
2023
Q3 | – | Sell |
-4,585
| Closed | -$208K | – | 155 |
|
|
2023
Q2 | $208K | Buy |
+4,585
| New | +$208K | 0.08% | 141 |
|
|
2021
Q3 | – | Sell |
-5,519
| Closed | -$263K | – | 126 |
|
|
2021
Q2 | $263K | Buy |
+5,519
| New | +$263K | 0.14% | 105 |
|
|
2021
Q1 | – | Sell |
-5,402
| Closed | -$222K | – | 110 |
|
|
2020
Q4 | $222K | Buy |
5,402
+148
| +3% | +$6.08K | 0.15% | 101 |
|
|
2020
Q3 | $203K | Buy |
5,254
+46
| +0.9% | +$1.78K | 0.17% | 95 |
|
|
2020
Q2 | $204K | Sell |
5,208
-321
| -6% | -$12.6K | 0.18% | 94 |
|
|
2020
Q1 | $214K | Sell |
5,529
-529
| -9% | -$20.5K | 0.22% | 83 |
|
|
2019
Q4 | $302K | Sell |
6,058
-795
| -12% | -$39.6K | 0.28% | 75 |
|
|
2019
Q3 | $280K | Sell |
6,853
-315
| -4% | -$12.9K | 0.23% | 95 |
|
|
2019
Q2 | $339K | Sell |
7,168
-276
| -4% | -$13.1K | 0.27% | 86 |
|
|
2019
Q1 | $428K | Sell |
7,444
-24
| -0.3% | -$1.38K | 0.32% | 68 |
|
|
2018
Q4 | $369K | Buy |
7,468
+706
| +10% | +$34.9K | 0.31% | 72 |
|
|
2018
Q3 | $408K | Buy |
6,762
+18
| +0.3% | +$1.09K | 0.31% | 69 |
|
|
2018
Q2 | $383K | Sell |
6,744
-796
| -11% | -$45.2K | 0.29% | 69 |
|
|
2018
Q1 | $470K | Buy |
7,540
+1,213
| +19% | +$75.6K | 0.35% | 64 |
|
|
2017
Q4 | $452K | Buy |
6,327
+15
| +0.2% | +$1.07K | 0.37% | 60 |
|
|
2017
Q3 | $400K | Sell |
6,312
-1,517
| -19% | -$96.1K | 0.56% | 42 |
|
|
2017
Q2 | $583K | Sell |
7,829
-93
| -1% | -$6.93K | 0.53% | 44 |
|
|
2017
Q1 | $566K | Buy |
7,922
+703
| +10% | +$50.2K | 0.52% | 46 |
|
|
2016
Q4 | $488K | Buy |
+7,219
| New | +$488K | 0.5% | 46 |
|