WMA
Wealth Management Associates’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Buy |
5,540
+1,709
| +45% | +$100K | 0.13% | 146 |
|
|
2025
Q1 | $230K | Buy |
+3,831
| New | +$230K | 0.1% | 187 |
|
|
2024
Q4 | – | Sell |
-4,083
| Closed | -$208K | – | 215 |
|
|
2024
Q3 | $208K | Buy |
+4,083
| New | +$208K | 0.09% | 198 |
|
|
2023
Q4 | – | Sell |
-7,569
| Closed | -$318K | – | 207 |
|
|
2023
Q3 | $318K | Sell |
7,569
-5,307
| -41% | -$223K | 0.19% | 120 |
|
|
2023
Q2 | $583K | Buy |
12,876
+1,656
| +15% | +$75K | 0.33% | 71 |
|
|
2023
Q1 | $501K | Buy |
11,220
+6,740
| +150% | +$301K | 0.31% | 75 |
|
|
2022
Q4 | $205K | Buy |
+4,480
| New | +$205K | 0.14% | 174 |
|
|
2022
Q2 | – | Sell |
-4,722
| Closed | -$247K | – | 190 |
|
|
2022
Q1 | $247K | Buy |
4,722
+28
| +0.6% | +$1.46K | 0.14% | 168 |
|
|
2021
Q4 | $222K | Buy |
4,694
+28
| +0.6% | +$1.33K | 0.12% | 179 |
|
|
2021
Q3 | $212K | Buy |
4,666
+27
| +0.6% | +$1.23K | 0.12% | 180 |
|
|
2021
Q2 | $221K | Sell |
4,639
-2,189
| -32% | -$104K | 0.13% | 183 |
|
|
2021
Q1 | $349K | Sell |
6,828
-296
| -4% | -$15.1K | 0.22% | 114 |
|
|
2020
Q4 | $292K | Sell |
7,124
-548
| -7% | -$22.5K | 0.19% | 129 |
|
|
2020
Q3 | $296K | Buy |
7,672
+30
| +0.4% | +$1.16K | 0.23% | 108 |
|
|
2020
Q2 | $300K | Sell |
7,642
-1,965
| -20% | -$77.1K | 0.25% | 96 |
|
|
2020
Q1 | $371K | Sell |
9,607
-356
| -4% | -$13.8K | 0.38% | 69 |
|
|
2019
Q4 | $497K | Buy |
9,963
+93
| +0.9% | +$4.64K | 0.36% | 68 |
|
|
2019
Q3 | $404K | Buy |
9,870
+1,329
| +16% | +$54.4K | 0.32% | 77 |
|
|
2019
Q2 | $404K | Sell |
8,541
-390
| -4% | -$18.5K | 0.4% | 58 |
|
|
2019
Q1 | $513K | Buy |
8,931
+1,751
| +24% | +$101K | 0.56% | 44 |
|
|
2018
Q4 | $355K | Buy |
+7,180
| New | +$355K | 0.48% | 53 |
|