Smallwood Wealth Investment Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $357K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $284K | Sell |
|
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|
2024
Q3 | $282K | Sell |
|
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|
2024
Q2 | $320K | Sell |
|
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $385K | Sell |
|
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $642K | Buy |
|