RWM
RKL Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
36,481
-42
| -0.1% | -$2.46K | 0.19% | 65 |
|
|
2025
Q1 | $2.19M | Sell |
36,523
-14,914
| -29% | -$895K | 0.21% | 66 |
|
|
2024
Q4 | $2.69M | Buy |
51,437
+47,418
| +1,180% | +$2.48M | 0.24% | 57 |
|
|
2024
Q3 | $205K | Buy |
+4,019
| New | +$205K | 0.02% | 159 |
|
|
2023
Q3 | – | Sell |
-5,115
| Closed | -$232K | – | 132 |
|
|
2023
Q2 | $232K | Buy |
5,115
+7
| +0.1% | +$317 | 0.03% | 123 |
|
|
2023
Q1 | $228K | Sell |
5,108
-285
| -5% | -$12.7K | 0.03% | 125 |
|
|
2022
Q4 | $247K | Buy |
5,393
+183
| +4% | +$8.37K | 0.03% | 120 |
|
|
2022
Q3 | $210K | Buy |
5,210
+12
| +0.2% | +$484 | 0.03% | 125 |
|
|
2022
Q2 | $217K | Buy |
5,198
+992
| +24% | +$41.4K | 0.03% | 131 |
|
|
2022
Q1 | $220K | Buy |
+4,206
| New | +$220K | 0.03% | 136 |
|
|
2021
Q2 | – | Sell |
-4,242
| Closed | -$217K | – | 134 |
|
|
2021
Q1 | $217K | Sell |
4,242
-798
| -16% | -$40.8K | 0.03% | 126 |
|
|
2020
Q4 | $207K | Sell |
5,040
-2,197
| -30% | -$90.2K | 0.03% | 124 |
|
|
2020
Q3 | $280K | Buy |
+7,237
| New | +$280K | 0.04% | 105 |
|
|
2020
Q1 | – | Sell |
-6,354
| Closed | -$317K | – | 118 |
|
|
2019
Q4 | $317K | Sell |
6,354
-589
| -8% | -$29.4K | 0.06% | 105 |
|
|
2019
Q3 | $287K | Sell |
6,943
-1,445
| -17% | -$59.7K | 0.05% | 112 |
|
|
2019
Q2 | $394K | Sell |
8,388
-850
| -9% | -$39.9K | 0.07% | 103 |
|
|
2019
Q1 | $532K | Sell |
9,238
-1,371
| -13% | -$79K | 0.1% | 96 |
|
|
2018
Q4 | $523K | Sell |
10,609
-341
| -3% | -$16.8K | 0.12% | 93 |
|
|
2018
Q3 | $663K | Sell |
10,950
-2,628
| -19% | -$159K | 0.14% | 88 |
|
|
2018
Q2 | $771K | Sell |
13,578
-2,747
| -17% | -$156K | 0.17% | 84 |
|
|
2018
Q1 | $1.02M | Sell |
16,325
-4,747
| -23% | -$295K | 0.24% | 78 |
|
|
2017
Q4 | $1.51M | Sell |
21,072
-10,430
| -33% | -$746K | 0.37% | 58 |
|
|
2017
Q3 | $2M | Sell |
31,502
-6,014
| -16% | -$381K | 0.56% | 46 |
|
|
2017
Q2 | $2.79M | Sell |
37,516
-9,963
| -21% | -$740K | 0.88% | 38 |
|
|
2017
Q1 | $3.39M | Sell |
47,479
-12,834
| -21% | -$916K | 1.36% | 28 |
|
|
2016
Q4 | $4.08M | Sell |
60,313
-3,903
| -6% | -$264K | 1.97% | 23 |
|
|
2016
Q3 | $4.06M | Buy |
64,216
+3,297
| +5% | +$208K | 2.05% | 25 |
|
|
2016
Q2 | $4.04M | Buy |
60,919
+14,789
| +32% | +$982K | 2.1% | 25 |
|
|
2016
Q1 | $2.89M | Buy |
46,130
+38,477
| +503% | +$2.41M | 1.66% | 25 |
|
|
2015
Q4 | $452 | Buy |
7,653
+33
| +0.4% | +$2 | 0.21% | 38 |
|
|
2015
Q3 | $415K | Sell |
7,620
-1,445
| -16% | -$78.7K | 0.26% | 38 |
|
|
2015
Q2 | $443K | Sell |
9,065
-150
| -2% | -$7.33K | 0.27% | 40 |
|
|
2015
Q1 | $461K | Buy |
9,215
+4
| +0% | +$200 | 0.28% | 40 |
|
|
2014
Q4 | $454K | Buy |
9,211
+287
| +3% | +$14.1K | 0.3% | 41 |
|
|
2014
Q3 | $410K | Hold |
8,924
| – | – | 0.29% | 45 |
|
|
2014
Q2 | $374K | Sell |
8,924
-1,980
| -18% | -$83K | 0.27% | 44 |
|
|
2014
Q1 | $408K | Buy |
+10,904
| New | +$408K | 0.31% | 44 |
|