Signature Wealth Management Partners’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 | $800K | Buy |
13,640
+2
| +0% | +$117 | 0.46% | 42 |
|
|
2025
Q1 | $819K | Sell |
13,638
-699
| -5% | -$42K | 0.54% | 37 |
|
|
2024
Q4 | $750K | Buy |
14,337
+1,367
| +11% | +$71.5K | 0.51% | 39 |
|
|
2024
Q3 | $662K | Sell |
12,970
-993
| -7% | -$50.7K | 0.48% | 48 |
|
|
2024
Q2 | $636K | Sell |
13,963
-206
| -1% | -$9.38K | 0.48% | 46 |
|
|
2024
Q1 | $618K | Sell |
14,169
-177
| -1% | -$7.72K | 0.5% | 45 |
|
|
2023
Q4 | $579K | Hold |
14,346
| – | – | 0.51% | 45 |
|
|
2023
Q3 | $603K | Hold |
14,346
| – | – | 0.59% | 41 |
|
|
2023
Q2 | $650K | Buy |
14,346
+177
| +1% | +$8.02K | 0.6% | 41 |
|
|
2023
Q1 | $632K | Buy |
14,169
+49
| +0.3% | +$2.19K | 0.59% | 45 |
|
|
2022
Q4 | $645K | Hold |
14,120
| – | – | 0.64% | 47 |
|
|
2022
Q3 | $570K | Hold |
14,120
| – | – | 0.63% | 44 |
|
|
2022
Q2 | $590K | Buy |
14,120
+75
| +0.5% | +$3.13K | 0.6% | 49 |
|
|
2022
Q1 | $734K | Sell |
14,045
-584
| -4% | -$30.5K | 0.63% | 45 |
|
|
2021
Q4 | $693K | Hold |
14,629
| – | – | 0.59% | 43 |
|
|
2021
Q3 | $666K | Hold |
14,629
| – | – | 0.6% | 43 |
|
|
2021
Q2 | $698K | Hold |
14,629
| – | – | 0.63% | 44 |
|
|
2021
Q1 | $748K | Buy |
14,629
+268
| +2% | +$13.7K | 0.72% | 37 |
|
|
2020
Q4 | $589K | Buy |
+14,361
| New | +$589K | 0.59% | 41 |
|