Obermeyer Wealth Partners’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 | $410K | Buy |
6,990
+142
| +2% | +$8.33K | 0.02% | 180 |
|
|
2025
Q1 | $411K | Sell |
6,848
-1,136
| -14% | -$68.2K | 0.02% | 170 |
|
|
2024
Q4 | $417K | Buy |
7,984
+3,139
| +65% | +$164K | 0.02% | 172 |
|
|
2024
Q3 | $247K | Hold |
4,845
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $221K | Sell |
4,845
-18
| -0.4% | -$820 | 0.01% | 227 |
|
|
2024
Q1 | $212K | Sell |
4,863
-539
| -10% | -$23.5K | 0.01% | 236 |
|
|
2023
Q4 | $218K | Sell |
5,402
-5,101
| -49% | -$206K | 0.01% | 202 |
|
|
2023
Q3 | $442K | Buy |
10,503
+4,914
| +88% | +$207K | 0.03% | 116 |
|
|
2023
Q2 | $253K | Hold |
5,589
| – | – | 0.02% | 180 |
|
|
2023
Q1 | $249K | Sell |
5,589
-75
| -1% | -$3.35K | 0.02% | 181 |
|
|
2022
Q4 | $259K | Buy |
+5,664
| New | +$259K | 0.02% | 182 |
|
|
2013
Q3 | – | Sell |
-504
| Closed | -$18K | – | 192 |
|
|
2013
Q2 | $18K | Buy |
+504
| New | +$18K | 0.01% | 209 |
|