RWB
RMR Wealth Builders’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
3,756
+38
| +1% | +$2.23K | 0.02% | 267 |
|
|
2025
Q1 | $223K | Buy |
+3,718
| New | +$223K | 0.02% | 239 |
|
|
2023
Q2 | – | Sell |
-4,484
| Closed | -$200K | – | 215 |
|
|
2023
Q1 | $200K | Buy |
+4,484
| New | +$200K | 0.04% | 203 |
|
|
2022
Q2 | – | Sell |
-7,676
| Closed | -$401K | – | 208 |
|
|
2022
Q1 | $401K | Buy |
+7,676
| New | +$401K | 0.09% | 135 |
|
|
2021
Q4 | – | Sell |
-6,136
| Closed | -$285K | – | 177 |
|
|
2021
Q3 | $285K | Sell |
6,136
-848
| -12% | -$39.4K | 0.08% | 141 |
|
|
2021
Q2 | $339K | Sell |
6,984
-1,541
| -18% | -$74.8K | 0.11% | 123 |
|
|
2021
Q1 | $436K | Buy |
8,525
+2,054
| +32% | +$105K | 0.11% | 108 |
|
|
2020
Q4 | $265K | Sell |
6,471
-8,135
| -56% | -$333K | 0.13% | 124 |
|
|
2020
Q3 | $564K | Buy |
14,606
+9,026
| +162% | +$349K | 0.15% | 107 |
|
|
2020
Q2 | $219K | Buy |
+5,580
| New | +$219K | 0.2% | 104 |
|
|
2019
Q4 | $246K | Buy |
+4,923
| New | +$246K | 0.24% | 96 |
|