Valley Wealth Managers’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 | $23.9K | Sell |
407
-326
| -44% | -$19.1K | ﹤0.01% | 224 |
|
|
2025
Q1 | $44K | Hold |
733
| – | – | ﹤0.01% | 210 |
|
|
2024
Q4 | $38.3K | Hold |
733
| – | – | ﹤0.01% | 223 |
|
|
2024
Q3 | $37.4K | Buy |
733
+66
| +10% | +$3.37K | ﹤0.01% | 232 |
|
|
2024
Q2 | $30.4K | Buy |
667
+260
| +64% | +$11.8K | ﹤0.01% | 241 |
|
|
2024
Q1 | $17.8K | Hold |
407
| – | – | ﹤0.01% | 247 |
|
|
2023
Q4 | $16.4K | Hold |
407
| – | – | ﹤0.01% | 258 |
|
|
2023
Q3 | $17.1K | Hold |
407
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $18.4K | Hold |
407
| – | – | ﹤0.01% | 249 |
|
|
2023
Q1 | $18.2K | Sell |
407
-575
| -59% | -$25.7K | ﹤0.01% | 257 |
|
|
2022
Q4 | $44.9K | Hold |
982
| – | – | ﹤0.01% | 232 |
|
|
2022
Q3 | $39K | Sell |
982
-70
| -7% | -$2.78K | ﹤0.01% | 256 |
|
|
2022
Q2 | $44K | Buy |
+1,052
| New | +$44K | ﹤0.01% | 255 |
|
|
2017
Q3 | – | Sell |
-10,657
| Closed | -$794K | – | 127 |
|
|
2017
Q2 | $794K | Sell |
10,657
-11,765
| -52% | -$877K | 0.11% | 90 |
|
|
2017
Q1 | $1.6M | Sell |
22,422
-1,277
| -5% | -$91.2K | 0.21% | 75 |
|
|
2016
Q4 | $1.6M | Sell |
23,699
-145
| -0.6% | -$9.81K | 0.23% | 68 |
|
|
2016
Q3 | $1.51M | Sell |
23,844
-1,738
| -7% | -$110K | 0.22% | 67 |
|
|
2016
Q2 | $1.76M | Buy |
25,582
+11,207
| +78% | +$773K | 0.27% | 57 |
|
|
2016
Q1 | $901K | Buy |
+14,375
| New | +$901K | 0.15% | 82 |
|