Perfromance 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 | $225K | Sell |
3,831
-73
| -2% | -$4.28K | 0.01% | 173 |
|
|
2025
Q1 | $234K | Buy |
+3,904
| New | +$234K | 0.01% | 151 |
|
|
2023
Q4 | – | Sell |
-5,221
| Closed | -$220K | – | 175 |
|
|
2023
Q3 | $220K | Sell |
5,221
-374
| -7% | -$15.7K | 0.01% | 154 |
|
|
2023
Q2 | $257K | Sell |
5,595
-558
| -9% | -$25.7K | 0.01% | 154 |
|
|
2023
Q1 | $275K | Sell |
6,153
-61
| -1% | -$2.72K | 0.01% | 149 |
|
|
2022
Q4 | $284K | Sell |
6,214
-169
| -3% | -$7.73K | 0.02% | 128 |
|
|
2022
Q3 | $258K | Sell |
6,383
-107
| -2% | -$4.33K | 0.01% | 133 |
|
|
2022
Q2 | $271K | Sell |
6,490
-35
| -0.5% | -$1.46K | 0.02% | 133 |
|
|
2022
Q1 | $341K | Sell |
6,525
-249
| -4% | -$13K | 0.01% | 128 |
|
|
2021
Q4 | $321K | Buy |
+6,774
| New | +$321K | 0.01% | 143 |
|