Schwarz Dygos Wheeler Investment Advisors’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 | $300K | Hold |
5,110
| – | – | 0.07% | 135 |
|
|
2025
Q1 | $307K | Hold |
5,110
| – | – | 0.07% | 129 |
|
|
2024
Q4 | $267K | Buy |
5,110
+108
| +2% | +$5.65K | 0.07% | 135 |
|
|
2024
Q3 | $255K | Hold |
5,002
| – | – | 0.06% | 134 |
|
|
2024
Q2 | $228K | Hold |
5,002
| – | – | 0.06% | 134 |
|
|
2024
Q1 | $218K | Buy |
+5,002
| New | +$218K | 0.06% | 136 |
|
|
2023
Q3 | – | Sell |
-4,502
| Closed | -$204K | – | 141 |
|
|
2023
Q2 | $204K | Hold |
4,502
| – | – | 0.07% | 134 |
|
|
2023
Q1 | $201K | Hold |
4,502
| – | – | 0.07% | 131 |
|
|
2022
Q4 | $206K | Buy |
+4,502
| New | +$206K | 0.08% | 123 |
|
|
2022
Q2 | – | Sell |
-4,077
| Closed | -$213K | – | 138 |
|
|
2022
Q1 | $213K | Buy |
+4,077
| New | +$213K | 0.07% | 127 |
|
|
2021
Q3 | – | Sell |
-4,257
| Closed | -$203K | – | 134 |
|
|
2021
Q2 | $203K | Hold |
4,257
| – | – | 0.07% | 128 |
|
|
2021
Q1 | $218K | Buy |
+4,257
| New | +$218K | 0.09% | 116 |
|