Walled Lake Planning & 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 | $6.9M | Buy |
117,756
+407
| +0.3% | +$23.9K | 2.25% | 10 |
|
|
2025
Q1 | $7.04M | Buy |
117,349
+323
| +0.3% | +$19.4K | 2.5% | 12 |
|
|
2024
Q4 | $6.12M | Buy |
117,026
+4,146
| +4% | +$217K | 2.28% | 14 |
|
|
2024
Q3 | $5.76M | Buy |
112,880
+1,613
| +1% | +$82.3K | 2.16% | 17 |
|
|
2024
Q2 | $5.07M | Sell |
111,267
-1,630
| -1% | -$74.2K | 2.07% | 18 |
|
|
2024
Q1 | $4.92M | Buy |
112,897
+41,609
| +58% | +$1.81M | 2.02% | 20 |
|
|
2023
Q4 | $2.88M | Sell |
71,288
-42,742
| -37% | -$1.72M | 1.34% | 22 |
|
|
2023
Q3 | $4.79M | Buy |
114,030
+3,851
| +3% | +$162K | 2.4% | 19 |
|
|
2023
Q2 | $4.99M | Buy |
110,179
+2,682
| +2% | +$121K | 2.43% | 18 |
|
|
2023
Q1 | $4.8M | Buy |
107,497
+11,130
| +12% | +$497K | 2.51% | 18 |
|
|
2022
Q4 | $4.4M | Sell |
96,367
-2,376
| -2% | -$109K | 3% | 18 |
|
|
2022
Q3 | $3.99M | Buy |
98,743
+3,920
| +4% | +$158K | 2.79% | 16 |
|
|
2022
Q2 | $3.96M | Buy |
94,823
+11,432
| +14% | +$478K | 2.73% | 17 |
|
|
2022
Q1 | $4.36M | Buy |
83,391
+2,603
| +3% | +$136K | 2.59% | 16 |
|
|
2021
Q4 | $3.83M | Sell |
80,788
-11,467
| -12% | -$543K | 2.22% | 22 |
|
|
2021
Q3 | $4.2M | Buy |
92,255
+4,598
| +5% | +$209K | 2.59% | 17 |
|
|
2021
Q2 | $4.18M | Buy |
87,657
+1,494
| +2% | +$71.2K | 2.72% | 16 |
|
|
2021
Q1 | $4.41M | Buy |
86,163
+1,617
| +2% | +$82.7K | 3.06% | 11 |
|
|
2020
Q4 | $3.47M | Buy |
84,546
+447
| +0.5% | +$18.3K | 2.63% | 16 |
|
|
2020
Q3 | $3.25M | Buy |
84,099
+2,954
| +4% | +$114K | 2.64% | 16 |
|
|
2020
Q2 | $3.19M | Buy |
81,145
+278
| +0.3% | +$10.9K | 2.67% | 17 |
|
|
2020
Q1 | $3.13M | Buy |
80,867
+5,014
| +7% | +$194K | 2.86% | 16 |
|
|
2019
Q4 | $3.79M | Buy |
+75,853
| New | +$3.79M | 2.73% | 20 |
|