Schrum Private Wealth Management’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 | $345K | Hold |
5,880
| – | – | 0.28% | 87 |
|
|
2025
Q1 | $353K | Hold |
5,880
| – | – | 0.31% | 82 |
|
|
2024
Q4 | $307K | Sell |
5,880
-5,664
| -49% | -$296K | 0.26% | 94 |
|
|
2024
Q3 | $589K | Buy |
11,544
+5,649
| +96% | +$288K | 0.3% | 78 |
|
|
2024
Q2 | $269K | Hold |
5,895
| – | – | 0.24% | 103 |
|
|
2024
Q1 | $257K | Buy |
5,895
+107
| +2% | +$4.67K | 0.23% | 107 |
|
|
2023
Q4 | $233K | Sell |
5,788
-106
| -2% | -$4.28K | 0.33% | 83 |
|
|
2023
Q3 | $248K | Hold |
5,894
| – | – | 0.28% | 92 |
|
|
2023
Q2 | $267K | Buy |
5,894
+264
| +5% | +$12K | 0.29% | 89 |
|
|
2023
Q1 | $251K | Sell |
5,630
-690
| -11% | -$30.8K | 0.29% | 90 |
|
|
2022
Q4 | $289K | Hold |
6,320
| – | – | 0.34% | 81 |
|
|
2022
Q3 | $255K | Sell |
6,320
-1,357
| -18% | -$54.8K | 0.32% | 91 |
|
|
2022
Q2 | $321K | Hold |
7,677
| – | – | 0.36% | 79 |
|
|
2022
Q1 | $417K | Sell |
7,677
-435
| -5% | -$23.6K | 0.42% | 71 |
|
|
2021
Q4 | $384K | Buy |
+8,112
| New | +$384K | 0.35% | 80 |
|