PSIWM
Paradigm Strategies in Wealth Management’s Altria Group MO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Sell |
3,807
-6
| -0.2% | -$352 | 0.15% | 50 |
|
2025
Q1 | $229K | Buy |
+3,813
| New | +$229K | 0.15% | 48 |
|
2022
Q2 | – | Sell |
-4,319
| Closed | -$226K | – | 44 |
|
2022
Q1 | $226K | Hold |
4,319
| – | – | 0.24% | 41 |
|
2021
Q4 | $205K | Buy |
+4,319
| New | +$205K | 0.21% | 45 |
|
2021
Q3 | – | Sell |
-4,319
| Closed | -$206K | – | 156 |
|
2021
Q2 | $206K | Hold |
4,319
| – | – | 0.19% | 44 |
|
2021
Q1 | $221K | Buy |
+4,319
| New | +$221K | 0.21% | 41 |
|