SPWG
Sage Private Wealth Group’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
5,413
-1,592
| -23% | -$93.4K | 0.2% | 71 |
|
|
2025
Q1 | $420K | Buy |
7,005
+123
| +2% | +$7.38K | 0.32% | 46 |
|
|
2024
Q4 | $360K | Sell |
6,882
-152
| -2% | -$7.95K | 0.27% | 55 |
|
|
2024
Q3 | $359K | Sell |
7,034
-103
| -1% | -$5.26K | 0.28% | 60 |
|
|
2024
Q2 | $325K | Sell |
7,137
-1,311
| -16% | -$59.7K | 0.27% | 62 |
|
|
2024
Q1 | $369K | Sell |
8,448
-1,536
| -15% | -$67K | 0.3% | 51 |
|
|
2023
Q4 | $403K | Buy |
9,984
+104
| +1% | +$4.2K | 0.36% | 37 |
|
|
2023
Q3 | $415K | Buy |
9,880
+214
| +2% | +$9K | 0.57% | 20 |
|
|
2023
Q2 | $438K | Sell |
9,666
-316
| -3% | -$14.3K | 0.6% | 17 |
|
|
2023
Q1 | $445K | Sell |
9,982
-1,104
| -10% | -$49.3K | 0.51% | 16 |
|
|
2022
Q4 | $507K | Buy |
11,086
+113
| +1% | +$5.17K | 0.6% | 14 |
|
|
2022
Q3 | $443K | Buy |
10,973
+83
| +0.8% | +$3.35K | 0.59% | 12 |
|
|
2022
Q2 | $455K | Sell |
10,890
-705
| -6% | -$29.5K | 0.65% | 12 |
|
|
2022
Q1 | $606K | Buy |
11,595
+69
| +0.6% | +$3.61K | 0.59% | 10 |
|
|
2021
Q4 | $546K | Sell |
11,526
-575
| -5% | -$27.2K | 0.68% | 12 |
|
|
2021
Q3 | $551K | Sell |
12,101
-293
| -2% | -$13.3K | 0.76% | 10 |
|
|
2021
Q2 | $591K | Buy |
12,394
+131
| +1% | +$6.25K | 0.8% | 7 |
|
|
2021
Q1 | $627K | Sell |
12,263
-866
| -7% | -$44.3K | 1.08% | 5 |
|
|
2020
Q4 | $538K | Buy |
+13,129
| New | +$538K | 1.5% | 6 |
|