WDG
Wealth Dimensions Group’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
7,954
-235
| -3% | -$13.8K | 0.1% | 105 |
|
|
2025
Q1 | $492K | Buy |
8,189
+44
| +0.5% | +$2.64K | 0.12% | 100 |
|
|
2024
Q4 | $426K | Sell |
8,145
-1,089
| -12% | -$56.9K | 0.1% | 101 |
|
|
2024
Q3 | $471K | Sell |
9,234
-56
| -0.6% | -$2.86K | 0.12% | 88 |
|
|
2024
Q2 | $423K | Sell |
9,290
-769
| -8% | -$35K | 0.12% | 91 |
|
|
2024
Q1 | $439K | Hold |
10,059
| – | – | 0.13% | 88 |
|
|
2023
Q4 | $406K | Sell |
10,059
-17
| -0.2% | -$686 | 0.13% | 89 |
|
|
2023
Q3 | $424K | Buy |
10,076
+95
| +1% | +$4K | 0.15% | 83 |
|
|
2023
Q2 | $452K | Buy |
9,981
+111
| +1% | +$5.03K | 0.16% | 81 |
|
|
2023
Q1 | $440K | Buy |
9,870
+41
| +0.4% | +$1.83K | 0.17% | 78 |
|
|
2022
Q4 | $449K | Buy |
9,829
+836
| +9% | +$38.2K | 0.18% | 79 |
|
|
2022
Q3 | $363K | Buy |
8,993
+42
| +0.5% | +$1.7K | 0.18% | 84 |
|
|
2022
Q2 | $374K | Buy |
8,951
+31
| +0.3% | +$1.3K | 0.18% | 87 |
|
|
2022
Q1 | $466K | Sell |
8,920
-15
| -0.2% | -$784 | 0.22% | 80 |
|
|
2021
Q4 | $423K | Buy |
8,935
+36
| +0.4% | +$1.7K | 0.21% | 87 |
|
|
2021
Q3 | $405K | Hold |
8,899
| – | – | 0.26% | 83 |
|
|
2021
Q2 | $424K | Buy |
8,899
+186
| +2% | +$8.86K | 0.29% | 74 |
|
|
2021
Q1 | $446K | Hold |
8,713
| – | – | 0.35% | 65 |
|
|
2020
Q4 | $357K | Buy |
+8,713
| New | +$357K | 0.31% | 70 |
|