Planned Solutions’s Altria Group MO Stock Holding History

Planned Solutions’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$25.5K	–	428
2024 Q3	$25.5K	Buy	+500	New	+$25.3K	0.01%	365
2024 Q1	–	Sell	-500	Closed	-$20.2K	–	367
2023 Q4	$20.2K	Sell	500 -4,300	-90%	-$178K	0.01%	369
2023 Q3	$202K	Sell	4,800 -400	-8%	-$17.7K	0.12%	78
2023 Q2	$236K	Hold	5,200	–	–	0.14%	67
2023 Q1	$232K	Hold	5,200	–	–	0.15%	67
2022 Q4	$238K	Sell	5,200 -781	-13%	-$35.4K	0.17%	60
2022 Q3	$242K	Buy	5,981 +212	+4%	+$9.25K	0.2%	54
2022 Q2	$241K	Buy	5,769 +9	+0.2%	+$466	0.23%	51
2022 Q1	$301K	Sell	5,760 -1,090	-16%	-$55.5K	0.21%	50
2021 Q4	$325K	Buy	+6,850	New	+$314K	0.22%	53
2021 Q2	$273K	Buy	5,730 +30	+0.5%	+$1.47K	0.19%	55
2021 Q1	$292K	Sell	5,700 -415	-7%	-$18.6K	0.23%	47
2020 Q4	$251K	Hold	6,115	–	–	0.2%	45
2020 Q3	$236K	Buy	+6,115	New	+$254K	0.23%	43

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's MO Position: Q4 2024 in Review

Planned Solutions sold out of Altria Group (MO) in Q4 2024, closing a stake of 500 shares — an estimated $25.5K sold.

Planned Solutions first reported a position in MO in Q3 2020 and held it in 14 quarters. The position peaked at $325K in Q4 2021. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

Planned Solutions reported no remaining Altria Group position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 500 Altria Group shares in Q4 2024, an estimated $25.5K.
Planned Solutions first reported a position in Altria Group in Q3 2020 and held it in 14 quarters.
Planned Solutions's Altria Group position peaked at $325K in Q4 2021.
2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.