Wealth Effects’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 | $551K | Sell |
9,403
-622
| -6% | -$36.5K | 0.21% | 91 |
|
|
2025
Q1 | $602K | Sell |
10,025
-2,650
| -21% | -$159K | 0.25% | 79 |
|
|
2024
Q4 | $663K | Buy |
12,675
+325
| +3% | +$17K | 0.24% | 79 |
|
|
2024
Q3 | $630K | Buy |
12,350
+200
| +2% | +$10.2K | 0.22% | 88 |
|
|
2024
Q2 | $553K | Buy |
12,150
+400
| +3% | +$18.2K | 0.2% | 95 |
|
|
2024
Q1 | $513K | Buy |
11,750
+225
| +2% | +$9.82K | 0.19% | 106 |
|
|
2023
Q4 | $465K | Buy |
11,525
+450
| +4% | +$18.2K | 0.17% | 113 |
|
|
2023
Q3 | $466K | Buy |
11,075
+1,200
| +12% | +$50.5K | 0.23% | 100 |
|
|
2023
Q2 | $447K | Buy |
9,875
+175
| +2% | +$7.93K | 0.2% | 105 |
|
|
2023
Q1 | $433K | Buy |
9,700
+800
| +9% | +$35.7K | 0.22% | 105 |
|
|
2022
Q4 | $407K | Sell |
8,900
-25
| -0.3% | -$1.14K | 0.23% | 102 |
|
|
2022
Q3 | $360K | Buy |
8,925
+750
| +9% | +$30.3K | 0.22% | 100 |
|
|
2022
Q2 | $341K | Buy |
8,175
+1,350
| +20% | +$56.3K | 0.21% | 107 |
|
|
2022
Q1 | $357K | Buy |
6,825
+350
| +5% | +$18.3K | 0.17% | 123 |
|
|
2021
Q4 | $307K | Buy |
+6,475
| New | +$307K | 0.13% | 146 |
|