PWM
PBMares Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
19,233
+110
| +0.6% | +$6.45K | 0.21% | 60 |
|
|
2025
Q1 | $1.15M | Buy |
19,123
+7,908
| +71% | +$475K | 0.23% | 58 |
|
|
2024
Q4 | $586K | Sell |
11,215
-133
| -1% | -$6.95K | 0.12% | 101 |
|
|
2024
Q3 | $579K | Buy |
11,348
+209
| +2% | +$10.7K | 0.12% | 100 |
|
|
2024
Q2 | $507K | Sell |
11,139
-1,051
| -9% | -$47.9K | 0.12% | 101 |
|
|
2024
Q1 | $532K | Buy |
12,190
+1,085
| +10% | +$47.3K | 0.14% | 101 |
|
|
2023
Q4 | $448K | Sell |
11,105
-1,519
| -12% | -$61.3K | 0.13% | 108 |
|
|
2023
Q3 | $531K | Buy |
12,624
+250
| +2% | +$10.5K | 0.19% | 92 |
|
|
2023
Q2 | $561K | Sell |
12,374
-656
| -5% | -$29.7K | 0.2% | 90 |
|
|
2023
Q1 | $581K | Buy |
13,030
+1,167
| +10% | +$52.1K | 0.22% | 81 |
|
|
2022
Q4 | $542K | Buy |
11,863
+490
| +4% | +$22.4K | 0.22% | 80 |
|
|
2022
Q3 | $459K | Sell |
11,373
-955
| -8% | -$38.5K | 0.2% | 91 |
|
|
2022
Q2 | $515K | Sell |
12,328
-639
| -5% | -$26.7K | 0.22% | 86 |
|
|
2022
Q1 | $678K | Sell |
12,967
-1,652
| -11% | -$86.4K | 0.42% | 64 |
|
|
2021
Q4 | $693K | Sell |
14,619
-796
| -5% | -$37.7K | 0.29% | 71 |
|
|
2021
Q3 | $702K | Sell |
15,415
-3,684
| -19% | -$168K | 0.33% | 68 |
|
|
2021
Q2 | $911K | Sell |
19,099
-5,380
| -22% | -$257K | 0.5% | 49 |
|
|
2021
Q1 | $1.25M | Buy |
24,479
+5,813
| +31% | +$297K | 1.02% | 25 |
|
|
2020
Q4 | $765K | Buy |
18,666
+8,352
| +81% | +$342K | 0.88% | 41 |
|
|
2020
Q3 | $399K | Buy |
10,314
+367
| +4% | +$14.2K | 0.59% | 60 |
|
|
2020
Q2 | $390K | Hold |
9,947
| – | – | 0.59% | 63 |
|
|
2020
Q1 | $385K | Sell |
9,947
-16
| -0.2% | -$619 | 0.61% | 56 |
|
|
2019
Q4 | $497K | Buy |
+9,963
| New | +$497K | 0.59% | 56 |
|