Premier Path 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 | $548K | Buy |
9,353
+1,131
| +14% | +$66.3K | 0.08% | 236 |
|
2025
Q1 | $493K | Buy |
8,222
+579
| +8% | +$34.8K | 0.08% | 232 |
|
2024
Q4 | $400K | Buy |
7,643
+244
| +3% | +$12.8K | 0.06% | 259 |
|
2024
Q3 | $378K | Buy |
7,399
+73
| +1% | +$3.73K | 0.06% | 267 |
|
2024
Q2 | $334K | Buy |
7,326
+1,181
| +19% | +$53.8K | 0.06% | 280 |
|
2024
Q1 | $268K | Sell |
6,145
-1,156
| -16% | -$50.4K | 0.05% | 289 |
|
2023
Q4 | $295K | Buy |
+7,301
| New | +$295K | 0.07% | 265 |
|