Taylor & Morgan Wealth 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
Q2 | $757K | Buy |
12,914
+209
| +2% | +$12.3K | 0.51% | 30 |
|
|
2025
Q1 | $763K | Buy |
12,705
+237
| +2% | +$14.2K | 0.58% | 30 |
|
|
2024
Q4 | $652K | Buy |
12,468
+237
| +2% | +$12.4K | 0.46% | 36 |
|
|
2024
Q3 | $624K | Buy |
12,231
+240
| +2% | +$12.3K | 0.42% | 34 |
|
|
2024
Q2 | $546K | Buy |
11,991
+250
| +2% | +$11.4K | 0.39% | 36 |
|
|
2024
Q1 | $512K | Sell |
11,741
-240
| -2% | -$10.5K | 0.38% | 40 |
|
|
2023
Q4 | $483K | Buy |
11,981
+246
| +2% | +$9.92K | 0.38% | 39 |
|
|
2023
Q3 | $493K | Buy |
11,735
+715
| +6% | +$30.1K | 0.44% | 37 |
|
|
2023
Q2 | $499K | Buy |
11,020
+29
| +0.3% | +$1.31K | 0.41% | 38 |
|
|
2023
Q1 | $490K | Buy |
10,991
+209
| +2% | +$9.33K | 0.43% | 42 |
|
|
2022
Q4 | $493K | Sell |
10,782
-111
| -1% | -$5.07K | 0.46% | 41 |
|
|
2022
Q3 | $440K | Sell |
10,893
-53
| -0.5% | -$2.14K | 0.44% | 47 |
|
|
2022
Q2 | $457K | Sell |
10,946
-36
| -0.3% | -$1.5K | 0.43% | 47 |
|
|
2022
Q1 | $574K | Buy |
10,982
+110
| +1% | +$5.75K | 0.47% | 45 |
|
|
2021
Q4 | $515K | Buy |
+10,872
| New | +$515K | 0.42% | 45 |
|