Wealth Architects’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 | $616K | Buy |
10,499
+7
| +0.1% | +$410 | 0.06% | 126 |
|
|
2025
Q1 | $630K | Sell |
10,492
-194
| -2% | -$11.6K | 0.07% | 118 |
|
|
2024
Q4 | $559K | Sell |
10,686
-145
| -1% | -$7.58K | 0.06% | 115 |
|
|
2024
Q3 | $553K | Buy |
10,831
+76
| +0.7% | +$3.88K | 0.06% | 114 |
|
|
2024
Q2 | $490K | Buy |
10,755
+44
| +0.4% | +$2K | 0.06% | 123 |
|
|
2024
Q1 | $467K | Sell |
10,711
-133
| -1% | -$5.8K | 0.06% | 125 |
|
|
2023
Q4 | $437K | Sell |
10,844
-243
| -2% | -$9.8K | 0.06% | 123 |
|
|
2023
Q3 | $466K | Sell |
11,087
-70
| -0.6% | -$2.94K | 0.08% | 113 |
|
|
2023
Q2 | $505K | Buy |
11,157
+143
| +1% | +$6.48K | 0.08% | 112 |
|
|
2023
Q1 | $491K | Buy |
11,014
+24
| +0.2% | +$1.07K | 0.09% | 105 |
|
|
2022
Q4 | $502K | Buy |
10,990
+132
| +1% | +$6.03K | 0.1% | 97 |
|
|
2022
Q3 | $438K | Sell |
10,858
-346
| -3% | -$14K | 0.09% | 101 |
|
|
2022
Q2 | $468K | Sell |
11,204
-720
| -6% | -$30.1K | 0.09% | 107 |
|
|
2022
Q1 | $623K | Buy |
11,924
+1,041
| +10% | +$54.4K | 0.11% | 90 |
|
|
2021
Q4 | $516K | Buy |
10,883
+208
| +2% | +$9.86K | 0.09% | 106 |
|
|
2021
Q3 | $486K | Sell |
10,675
-6
| -0.1% | -$273 | 0.09% | 103 |
|
|
2021
Q2 | $509K | Buy |
10,681
+18
| +0.2% | +$858 | 0.1% | 94 |
|
|
2021
Q1 | $546K | Buy |
10,663
+50
| +0.5% | +$2.56K | 0.12% | 78 |
|
|
2020
Q4 | $435K | Sell |
10,613
-19
| -0.2% | -$779 | 0.1% | 89 |
|
|
2020
Q3 | $411K | Buy |
10,632
+5
| +0% | +$193 | 0.11% | 87 |
|
|
2020
Q2 | $417K | Buy |
10,627
+1,073
| +11% | +$42.1K | 0.12% | 80 |
|
|
2020
Q1 | $369K | Buy |
9,554
+14
| +0.1% | +$541 | 0.13% | 82 |
|
|
2019
Q4 | $476K | Sell |
9,540
-106
| -1% | -$5.29K | 0.13% | 70 |
|
|
2019
Q3 | $395K | Sell |
9,646
-100
| -1% | -$4.1K | 0.12% | 75 |
|
|
2019
Q2 | $461K | Buy |
9,746
+146
| +2% | +$6.91K | 0.14% | 63 |
|
|
2019
Q1 | $551K | Hold |
9,600
| – | – | 0.17% | 54 |
|
|
2018
Q4 | $474K | Buy |
9,600
+152
| +2% | +$7.51K | 0.17% | 56 |
|
|
2018
Q3 | $570K | Buy |
9,448
+190
| +2% | +$11.5K | 0.18% | 54 |
|
|
2018
Q2 | $526K | Sell |
9,258
-22
| -0.2% | -$1.25K | 0.17% | 55 |
|
|
2018
Q1 | $578K | Buy |
9,280
+33
| +0.4% | +$2.06K | 0.19% | 49 |
|
|
2017
Q4 | $660K | Sell |
9,247
-40
| -0.4% | -$2.86K | 0.22% | 49 |
|
|
2017
Q3 | $589K | Sell |
9,287
-2
| -0% | -$127 | 0.2% | 56 |
|
|
2017
Q2 | $691K | Sell |
9,289
-2
| -0% | -$149 | 0.26% | 47 |
|
|
2017
Q1 | $664K | Hold |
9,291
| – | – | 0.26% | 48 |
|
|
2016
Q4 | $628K | Hold |
9,291
| – | – | 0.28% | 48 |
|
|
2016
Q3 | $587K | Buy |
9,291
+6
| +0.1% | +$379 | 0.27% | 47 |
|
|
2016
Q2 | $640K | Sell |
9,285
-57
| -0.6% | -$3.93K | 0.31% | 42 |
|
|
2016
Q1 | $585K | Sell |
9,342
-101
| -1% | -$6.33K | 0.29% | 47 |
|
|
2015
Q4 | $550K | Hold |
9,443
| – | – | 0.27% | 54 |
|
|
2015
Q3 | $514K | Buy |
9,443
+100
| +1% | +$5.44K | 0.28% | 53 |
|
|
2015
Q2 | $457K | Hold |
9,343
| – | – | 0.25% | 63 |
|
|
2015
Q1 | $467K | Sell |
9,343
-2,542
| -21% | -$127K | 0.27% | 50 |
|
|
2014
Q4 | $586K | Buy |
+11,885
| New | +$586K | 0.34% | 42 |
|