WBH Advisory’s Altria Group MO Stock Holding History

WBH Advisory’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$472K	Sell	8,055 -167	-2%	-$9.79K	0.04%	234
2025 Q1	$494K	Buy	8,222 +714	+10%	+$42.9K	0.05%	213
2024 Q4	$393K	Sell	7,508 -44	-0.6%	-$2.3K	0.04%	235
2024 Q3	$385K	Sell	7,552 -786	-9%	-$40.1K	0.04%	238
2024 Q2	$380K	Sell	8,338 -37	-0.4%	-$1.69K	0.04%	233
2024 Q1	$365K	Buy	8,375 +228	+3%	+$9.95K	0.04%	245
2023 Q4	$329K	Sell	8,147 -47	-0.6%	-$1.9K	0.04%	252
2023 Q3	$345K	Sell	8,194 -2,029	-20%	-$85.3K	0.04%	239
2023 Q2	$463K	Sell	10,223 -236	-2%	-$10.7K	0.05%	210
2023 Q1	$467K	Buy	+10,459	New	+$467K	0.06%	211
2022 Q3	$449K	Sell	11,125 -2,440	-18%	-$98.5K	0.06%	200
2022 Q2	$569K	Buy	13,565 +340	+3%	+$14.3K	0.08%	190
2022 Q1	$730K	Sell	13,225 -1,218	-8%	-$67.2K	0.09%	179
2021 Q4	$684K	Sell	14,443 -633	-4%	-$30K	0.08%	193
2021 Q3	$686K	Sell	15,076 -34	-0.2%	-$1.55K	0.09%	175
2021 Q2	$719K	Buy	15,110 +529	+4%	+$25.2K	0.11%	149
2021 Q1	$746K	Sell	14,581 -21	-0.1%	-$1.07K	0.12%	143
2020 Q4	$615K	Sell	14,602 -317	-2%	-$13.4K	0.11%	150
2020 Q3	$576K	Sell	14,919 -462	-3%	-$17.8K	0.12%	146
2020 Q2	$603K	Sell	15,381 -2,831	-16%	-$111K	0.15%	132
2020 Q1	$704	Sell	18,212 -1,895	-9%	-$73	0.17%	107
2019 Q4	$1M	Sell	20,107 -1,460	-7%	-$72.8K	0.21%	105
2019 Q3	$882K	Sell	21,567 -6,939	-24%	-$284K	0.2%	115
2019 Q2	$1.35M	Sell	28,506 -2,851	-9%	-$135K	0.31%	78
2019 Q1	$1.8M	Sell	31,357 -1,432	-4%	-$82.2K	0.43%	57
2018 Q4	$1.62K	Sell	32,789 -1,315	-4%	-$65	0.39%	60
2018 Q3	$2.06M	Sell	34,104 -778	-2%	-$46.9K	0.5%	47
2018 Q2	$1.98M	Sell	34,882 -279	-0.8%	-$15.8K	0.51%	44
2018 Q1	$2.19M	Sell	35,161 -899	-2%	-$56K	0.6%	39
2017 Q4	$2.58M	Sell	36,060 -1,318	-4%	-$94.1K	0.69%	35
2017 Q3	$2.37M	Sell	37,378 -376	-1%	-$23.8K	0.66%	36
2017 Q2	$2.81M	Sell	37,754 -1,164	-3%	-$86.7K	0.79%	31
2017 Q1	$2.78M	Buy	38,918 +551	+1%	+$39.3K	0.83%	31
2016 Q4	$2.59M	Sell	38,367 -542	-1%	-$36.6K	0.86%	29
2016 Q3	$2.46M	Buy	38,909 +1,922	+5%	+$122K	0.84%	26
2016 Q2	$2.55M	Sell	36,987 -492	-1%	-$33.9K	0.99%	21
2016 Q1	$2.35M	Sell	37,479 -26	-0.1%	-$1.63K	0.79%	23
2015 Q4	$2.18K	Sell	37,505 -708	-2%	-$41	0.76%	26
2015 Q3	$2.08M	Buy	38,213 +59	+0.2%	+$3.21K	0.86%	25
2015 Q2	$1.87M	Sell	38,154 -1,542	-4%	-$75.4K	0.73%	33
2015 Q1	$1.99K	Sell	39,696 -5,815	-13%	-$291	0.56%	32
2014 Q4	$2.24M	Sell	45,511 -1,388	-3%	-$68.4K	0.85%	27
2014 Q3	$2.15M	Sell	46,899 -2,960	-6%	-$136K	0.76%	24
2014 Q2	$2.09M	Sell	49,859 -1,657	-3%	-$69.5K	0.79%	26
2014 Q1	$1.93M	Sell	51,516 -3,279	-6%	-$123K	0.77%	26
2013 Q4	$2.1M	Buy	54,795 +1,055	+2%	+$40.5K	0.85%	26
2013 Q3	$1.85M	Sell	53,740 -1,245	-2%	-$42.8K	0.83%	26
2013 Q2	$1.92M	Buy	+54,985	New	+$1.92M	0.89%	25