TD Private Client Wealth’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
$486K Buy
8,281
+1,530
+23% +$89.7K 0.01% 475
2025
Q1
$405K Buy
6,751
+485
+8% +$29.1K 0.01% 476
2024
Q4
$328K Sell
6,266
-892
-12% -$46.6K 0.01% 519
2024
Q3
$365K Buy
7,158
+1,108
+18% +$56.6K 0.01% 496
2024
Q2
$276K Buy
6,050
+582
+11% +$26.5K 0.01% 517
2024
Q1
$239K Sell
5,468
-320
-6% -$14K 0.01% 553
2023
Q4
$233K Buy
5,788
+940
+19% +$37.9K 0.01% 542
2023
Q3
$204K Sell
4,848
-11,990
-71% -$504K 0.01% 540
2023
Q2
$763K Sell
16,838
-452
-3% -$20.5K 0.03% 378
2023
Q1
$771K Sell
17,290
-40,073
-70% -$1.79M 0.03% 362
2022
Q4
$2.62M Sell
57,363
-7,231
-11% -$331K 0.12% 168
2022
Q3
$2.61M Buy
64,594
+12,202
+23% +$493K 0.13% 161
2022
Q2
$2.19M Sell
52,392
-1,444
-3% -$60.3K 0.11% 195
2022
Q1
$2.81M Buy
53,836
+6,381
+13% +$333K 0.12% 180
2021
Q4
$2.25M Sell
47,455
-1,283
-3% -$60.8K 0.09% 216
2021
Q3
$2.22M Sell
48,738
-612
-1% -$27.9K 0.09% 214
2021
Q2
$2.35M Sell
49,350
-58,247
-54% -$2.78M 0.1% 209
2021
Q1
$5.5M Buy
107,597
+9,226
+9% +$472K 0.26% 93
2020
Q4
$4.03M Sell
98,371
-8,152
-8% -$334K 0.2% 116
2020
Q3
$4.12M Buy
106,523
+12,932
+14% +$500K 0.23% 97
2020
Q2
$3.67M Sell
93,591
-18,016
-16% -$707K 0.21% 101
2020
Q1
$4.32M Sell
111,607
-6,566
-6% -$254K 0.31% 75
2019
Q4
$5.9M Buy
+118,173
New +$5.9M 0.35% 64