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Tempus Wealth Planning’s Altria Group MO Stock Holding History

Tempus Wealth Planning’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,165
Closed -$279K – 183
2023
Q2 		$279K Buy
6,165
+1
+0% +$45 0.13% 144
2023
Q1 		$275K Buy
6,164
+68
+1% +$3.13K 0.13% 133
2022
Q4 		$279K Hold
6,096
– – 0.17% 136
2022
Q3 		$246K Hold
6,096
– – 0.16% 149
2022
Q2 		$255K Hold
6,096
– – 0.21% 106
2022
Q1 		$319K Sell
6,096
-519
-8% -$26.4K 0.23% 99
2021
Q4 		$313K Hold
6,615
– – 0.17% 121
2021
Q3 		$301K Buy
6,615
+220
+3% +$10.6K 0.17% 126
2021
Q2 		$305K Hold
6,395
– – 0.2% 119
2021
Q1 		$327K Hold
6,395
– – 0.35% 77
2020
Q4 		$262K Hold
6,395
– – 0.34% 57
2020
Q3 		$247K Hold
6,395
– – 0.36% 58
2020
Q2 		$251K Hold
6,395
– – 0.37% 56
2020
Q1 		$247K Hold
6,395
– – 0.4% 52
2019
Q4 		$319K Buy
+6,395
New +$302K 0.28% 60

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return