Strategic Wealth 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 | $174K | Buy |
+2,961
| New | +$174K | 0.01% | 331 |
|
|
2024
Q4 | $216K | Buy |
+4,037
| New | +$216K | 0.02% | 296 |
|
|
2020
Q2 | – | Sell |
-4,971
| Closed | -$248K | – | 155 |
|
|
2020
Q1 | $248K | Hold |
4,971
| – | – | 0.13% | 121 |
|
|
2019
Q4 | $248K | Hold |
4,971
| – | – | 0.13% | 121 |
|
|
2019
Q3 | $204 | Hold |
4,971
| – | – | ﹤0.01% | 246 |
|
|
2019
Q2 | $235K | Sell |
4,971
-1,281
| -20% | -$60.6K | 0.11% | 127 |
|
|
2019
Q1 | $361K | Sell |
6,252
-96
| -2% | -$5.54K | 0.17% | 115 |
|
|
2018
Q4 | $322K | Sell |
6,348
-1,088
| -15% | -$55.2K | 0.16% | 110 |
|
|
2018
Q3 | $448K | Sell |
7,436
-29
| -0.4% | -$1.75K | 0.24% | 99 |
|
|
2018
Q2 | $424K | Sell |
7,465
-5,917
| -44% | -$336K | 0.25% | 101 |
|
|
2018
Q1 | $834K | Sell |
13,382
-3,569
| -21% | -$222K | 0.43% | 83 |
|
|
2017
Q4 | $1.09M | Buy |
+16,951
| New | +$1.09M | 0.61% | 52 |
|