PWMAG
Pinnacle Wealth Management Advisory Group’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
8,960
+126
| +1% | +$7.39K | 0.04% | 214 |
|
|
2025
Q1 | $530K | Buy |
8,834
+205
| +2% | +$12.3K | 0.05% | 200 |
|
|
2024
Q4 | $451K | Sell |
8,629
-41
| -0.5% | -$2.14K | 0.04% | 215 |
|
|
2024
Q3 | $443K | Sell |
8,670
-43
| -0.5% | -$2.2K | 0.04% | 215 |
|
|
2024
Q2 | $397K | Buy |
8,713
+1,237
| +17% | +$56.3K | 0.04% | 223 |
|
|
2024
Q1 | $326K | Sell |
7,476
-793
| -10% | -$34.6K | 0.04% | 246 |
|
|
2023
Q4 | $334K | Buy |
8,269
+1,954
| +31% | +$78.8K | 0.04% | 231 |
|
|
2023
Q3 | $266K | Sell |
6,315
-1,985
| -24% | -$83.5K | 0.03% | 252 |
|
|
2023
Q2 | $376K | Sell |
8,300
-1,367
| -14% | -$61.9K | 0.05% | 214 |
|
|
2023
Q1 | $431K | Buy |
9,667
+478
| +5% | +$21.3K | 0.06% | 191 |
|
|
2022
Q4 | $420K | Buy |
9,189
+986
| +12% | +$45.1K | 0.06% | 185 |
|
|
2022
Q3 | $331K | Buy |
8,203
+1,971
| +32% | +$79.5K | 0.06% | 205 |
|
|
2022
Q2 | $260K | Buy |
6,232
+516
| +9% | +$21.5K | 0.04% | 243 |
|
|
2022
Q1 | $299K | Buy |
5,716
+75
| +1% | +$3.92K | 0.04% | 226 |
|
|
2021
Q4 | $267K | Sell |
5,641
-900
| -14% | -$42.6K | 0.04% | 225 |
|
|
2021
Q3 | $298K | Sell |
6,541
-175
| -3% | -$7.97K | 0.07% | 179 |
|
|
2021
Q2 | $320K | Buy |
6,716
+745
| +12% | +$35.5K | 0.08% | 171 |
|
|
2021
Q1 | $305K | Sell |
5,971
-880
| -13% | -$45K | 0.09% | 153 |
|
|
2020
Q4 | $281K | Buy |
6,851
+395
| +6% | +$16.2K | 0.09% | 154 |
|
|
2020
Q3 | $249K | Buy |
+6,456
| New | +$249K | 0.09% | 156 |
|
|
2019
Q4 | – | Sell |
-8,125
| Closed | -$332K | – | 191 |
|
|
2019
Q3 | $332K | Sell |
8,125
-3,333
| -29% | -$136K | 0.14% | 131 |
|
|
2019
Q2 | $543K | Buy |
+11,458
| New | +$543K | 0.23% | 105 |
|
|
2018
Q1 | – | Sell |
-11,363
| Closed | -$811K | – | 151 |
|
|
2017
Q4 | $811K | Buy |
11,363
+170
| +2% | +$12.1K | 0.45% | 67 |
|
|
2017
Q3 | $710K | Sell |
11,193
-8,482
| -43% | -$538K | 0.41% | 73 |
|
|
2017
Q2 | $1.47M | Buy |
19,675
+1,176
| +6% | +$87.6K | 0.91% | 31 |
|
|
2017
Q1 | $1.32M | Buy |
18,499
+264
| +1% | +$18.9K | 0.91% | 29 |
|
|
2016
Q4 | $1.23M | Buy |
18,235
+517
| +3% | +$35K | 0.89% | 31 |
|
|
2016
Q3 | $1.12M | Sell |
17,718
-124
| -0.7% | -$7.84K | 0.85% | 36 |
|
|
2016
Q2 | $1.23M | Buy |
17,842
+671
| +4% | +$46.3K | 0.98% | 28 |
|
|
2016
Q1 | $1.08M | Buy |
17,171
+1,168
| +7% | +$73.2K | 0.96% | 34 |
|
|
2015
Q4 | $932K | Buy |
16,003
+814
| +5% | +$47.4K | 0.85% | 40 |
|
|
2015
Q3 | $826K | Sell |
15,189
-1,198
| -7% | -$65.1K | 0.8% | 41 |
|
|
2015
Q2 | $802K | Sell |
16,387
-1,494
| -8% | -$73.1K | 0.74% | 43 |
|
|
2015
Q1 | $894K | Buy |
17,881
+52
| +0.3% | +$2.6K | 0.8% | 41 |
|
|
2014
Q4 | $878K | Buy |
+17,829
| New | +$878K | 0.82% | 44 |
|