Philip James Wealth Mangement’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 | $12.9M | Sell |
219,826
-1,239
| -0.6% | -$72.6K | 1.64% | 12 |
|
|
2025
Q1 | $13.3M | Sell |
221,065
-5,152
| -2% | -$309K | 1.61% | 8 |
|
|
2024
Q4 | $11.8M | Sell |
226,217
-1,697
| -0.7% | -$88.7K | 1.53% | 11 |
|
|
2024
Q3 | $11.6M | Buy |
227,914
+220,773
| +3,092% | +$11.3M | 1.43% | 16 |
|
|
2024
Q2 | $325K | Sell |
7,141
-1,194
| -14% | -$54.4K | 0.22% | 45 |
|
|
2024
Q1 | $364K | Sell |
8,335
-1,110
| -12% | -$48.4K | 0.26% | 44 |
|
|
2023
Q4 | $381K | Buy |
+9,445
| New | +$381K | 0.3% | 42 |
|