Pinnacle Wealth Planning Services’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 | $432K | Buy |
7,372
+1,183
| +19% | +$69.4K | 0.06% | 223 |
|
|
2025
Q1 | $371K | Buy |
6,189
+173
| +3% | +$10.4K | 0.06% | 217 |
|
|
2024
Q4 | $315K | Sell |
6,016
-2,393
| -28% | -$125K | 0.05% | 241 |
|
|
2024
Q3 | $429K | Sell |
8,409
-69
| -0.8% | -$3.52K | 0.06% | 217 |
|
|
2024
Q2 | $386K | Sell |
8,478
-192
| -2% | -$8.75K | 0.06% | 224 |
|
|
2024
Q1 | $378K | Sell |
8,670
-2,409
| -22% | -$105K | 0.06% | 241 |
|
|
2023
Q4 | $447K | Sell |
11,079
-978
| -8% | -$39.5K | 0.07% | 191 |
|
|
2023
Q3 | $507K | Sell |
12,057
-109
| -0.9% | -$4.58K | 0.08% | 158 |
|
|
2023
Q2 | $551K | Sell |
12,166
-1,358
| -10% | -$61.5K | 0.09% | 154 |
|
|
2023
Q1 | $603K | Buy |
13,524
+9
| +0.1% | +$402 | 0.1% | 145 |
|
|
2022
Q4 | $618K | Buy |
13,515
+2,162
| +19% | +$98.8K | 0.11% | 129 |
|
|
2022
Q3 | $458K | Buy |
11,353
+3,246
| +40% | +$131K | 0.08% | 154 |
|
|
2022
Q2 | $339K | Sell |
8,107
-1,030
| -11% | -$43.1K | 0.06% | 217 |
|
|
2022
Q1 | $477K | Buy |
9,137
+753
| +9% | +$39.3K | 0.09% | 171 |
|
|
2021
Q4 | $398K | Sell |
8,384
-642
| -7% | -$30.5K | 0.08% | 205 |
|
|
2021
Q3 | $411K | Buy |
9,026
+269
| +3% | +$12.2K | 0.09% | 176 |
|
|
2021
Q2 | $418K | Buy |
8,757
+105
| +1% | +$5.01K | 0.1% | 162 |
|
|
2021
Q1 | $443K | Buy |
8,652
+1,297
| +18% | +$66.4K | 0.11% | 139 |
|
|
2020
Q4 | $302K | Sell |
7,355
-804
| -10% | -$33K | 0.07% | 191 |
|
|
2020
Q3 | $315K | Buy |
8,159
+124
| +2% | +$4.79K | 0.1% | 159 |
|
|
2020
Q2 | $316K | Sell |
8,035
-464
| -5% | -$18.2K | 0.1% | 153 |
|
|
2020
Q1 | $328K | Buy |
8,499
+508
| +6% | +$19.6K | 0.16% | 128 |
|
|
2019
Q4 | $398K | Buy |
7,991
+1,754
| +28% | +$87.4K | 0.19% | 115 |
|
|
2019
Q3 | $255K | Sell |
6,237
-307
| -5% | -$12.6K | 0.14% | 140 |
|
|
2019
Q2 | $310K | Buy |
6,544
+590
| +10% | +$27.9K | 0.19% | 108 |
|
|
2019
Q1 | $342K | Buy |
+5,954
| New | +$342K | 0.23% | 91 |
|
|
2018
Q4 | – | Sell |
-5,714
| Closed | -$345K | – | 176 |
|
|
2018
Q3 | $345K | Buy |
5,714
+237
| +4% | +$14.3K | 0.32% | 104 |
|
|
2018
Q2 | $311K | Buy |
5,477
+98
| +2% | +$5.57K | 0.3% | 107 |
|
|
2018
Q1 | $335K | Buy |
5,379
+3,497
| +186% | +$218K | 0.34% | 103 |
|
|
2017
Q4 | $134K | Buy |
+1,882
| New | +$134K | 0.27% | 71 |
|