True Wealth Design’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 | $22K | Sell |
376
-32
| -8% | -$1.88K | 0.01% | 364 |
|
2025
Q1 | $24.5K | Sell |
408
-182
| -31% | -$10.9K | 0.01% | 309 |
|
2024
Q4 | $30.8K | Buy |
590
+18
| +3% | +$941 | 0.01% | 258 |
|
2024
Q3 | $29.2K | Buy |
572
+462
| +420% | +$23.6K | 0.01% | 258 |
|
2024
Q2 | $5.01K | Sell |
110
-875
| -89% | -$39.9K | ﹤0.01% | 283 |
|
2024
Q1 | $43K | Hold |
985
| – | – | 0.01% | 169 |
|
2023
Q4 | $39.7K | Hold |
985
| – | – | 0.01% | 167 |
|
2023
Q3 | $41.4K | Hold |
985
| – | – | 0.01% | 157 |
|
2023
Q2 | $44.6K | Hold |
985
| – | – | 0.02% | 156 |
|
2023
Q1 | $44K | Buy |
985
+830
| +535% | +$37K | 0.02% | 167 |
|
2022
Q4 | $7.09K | Buy |
+155
| New | +$7.09K | ﹤0.01% | 234 |
|