Regent Peak Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Buy |
|
|||||
|
2025
Q1 | $207K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $265K | Buy |
|
|||||
|
2024
Q2 | $231K | Sell |
|
|||||
|
2024
Q1 | $241K | Sell |
|
|||||
|
2023
Q4 | $250K | Sell |
|
|||||
|
2023
Q3 | $279K | Sell |
|
|||||
|
2023
Q2 | $302K | Sell |
|
|||||
|
2023
Q1 | $302K | Buy |
|
|||||
|
2022
Q4 | $308K | Sell |
|
|||||
|
2022
Q3 | $285K | Buy |
|
|||||
|
2022
Q2 | $251K | Buy |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2021
Q4 | $282K | Sell |
|
|||||
|
2021
Q3 | $325K | Buy |
|
|||||
|
2021
Q2 | $341K | Buy |
|
|||||
|
2021
Q1 | $331K | Buy |
|
|||||
|
2020
Q4 | $256K | Buy |
|
|||||
|
2020
Q3 | $235K | Buy |
|
|||||
|
2020
Q2 | $232K | Buy |
|
|||||
|
2020
Q1 | $209K | Sell |
|
|||||
|
2019
Q4 | $270K | Buy |
|