Smallwood Wealth Investment 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
Q1 | $328K | Buy |
5,460
+22
| +0.4% | +$1.32K | 0.21% | 58 |
|
|
2024
Q4 | $284K | Sell |
5,438
-88
| -2% | -$4.6K | 0.19% | 63 |
|
|
2024
Q3 | $282K | Sell |
5,526
-1,496
| -21% | -$76.4K | 0.2% | 58 |
|
|
2024
Q2 | $320K | Sell |
7,022
-1,876
| -21% | -$85.5K | 0.25% | 56 |
|
|
2024
Q1 | $388K | Buy |
8,898
+30
| +0.3% | +$1.31K | 0.3% | 50 |
|
|
2023
Q4 | $358K | Buy |
8,868
+224
| +3% | +$9.04K | 0.3% | 48 |
|
|
2023
Q3 | $363K | Buy |
8,644
+150
| +2% | +$6.31K | 0.33% | 44 |
|
|
2023
Q2 | $385K | Sell |
8,494
-1,919
| -18% | -$86.9K | 0.34% | 42 |
|
|
2023
Q1 | $465K | Sell |
10,413
-4
| -0% | -$178 | 0.44% | 35 |
|
|
2022
Q4 | $476K | Sell |
10,417
-4,465
| -30% | -$204K | 0.4% | 43 |
|
|
2022
Q3 | $601K | Buy |
14,882
+1,007
| +7% | +$40.7K | 0.54% | 39 |
|
|
2022
Q2 | $580K | Buy |
13,875
+314
| +2% | +$13.1K | 0.59% | 32 |
|
|
2022
Q1 | $709K | Buy |
13,561
+16
| +0.1% | +$837 | 0.67% | 26 |
|
|
2021
Q4 | $642K | Buy |
+13,545
| New | +$642K | 0.6% | 29 |
|