One Wealth Advisors’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 | $560K | Buy |
9,548
+120
| +1% | +$7.04K | 0.08% | 144 |
|
|
2025
Q1 | $575K | Sell |
9,428
-138
| -1% | -$8.42K | 0.09% | 135 |
|
|
2024
Q4 | $500K | Buy |
9,566
+577
| +6% | +$30.2K | 0.07% | 119 |
|
|
2024
Q3 | $468K | Sell |
8,989
-56
| -0.6% | -$2.92K | 0.07% | 141 |
|
|
2024
Q2 | $456K | Buy |
9,045
+98
| +1% | +$4.94K | 0.1% | 112 |
|
|
2024
Q1 | $399K | Buy |
8,947
+437
| +5% | +$19.5K | 0.07% | 151 |
|
|
2023
Q4 | $352K | Sell |
8,510
-271
| -3% | -$11.2K | 0.07% | 138 |
|
|
2023
Q3 | $369K | Buy |
8,781
+1,329
| +18% | +$55.9K | 0.08% | 122 |
|
|
2023
Q2 | $338K | Sell |
7,452
-366
| -5% | -$16.6K | 0.07% | 139 |
|
|
2023
Q1 | $349K | Hold |
7,818
| – | – | 0.08% | 133 |
|
|
2022
Q4 | $357K | Buy |
7,818
+2,391
| +44% | +$109K | 0.08% | 124 |
|
|
2022
Q3 | $219K | Buy |
+5,427
| New | +$219K | 0.07% | 152 |
|
|
2021
Q3 | – | Sell |
-6,563
| Closed | -$313K | – | 226 |
|
|
2021
Q2 | $313K | Buy |
6,563
+293
| +5% | +$14K | 0.1% | 116 |
|
|
2021
Q1 | $321K | Buy |
+6,270
| New | +$321K | 0.12% | 98 |
|