Wealthcare Advisory Partners’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 | $3.02M | Buy |
51,448
+4,627
| +10% | +$271K | 0.07% | 240 |
|
|
2025
Q1 | $2.81M | Sell |
46,821
-544
| -1% | -$32.7K | 0.08% | 229 |
|
|
2024
Q4 | $2.48M | Sell |
47,365
-1,015
| -2% | -$53.1K | 0.07% | 234 |
|
|
2024
Q3 | $2.47M | Buy |
48,380
+6,994
| +17% | +$357K | 0.07% | 235 |
|
|
2024
Q2 | $1.89M | Buy |
41,386
+1,663
| +4% | +$75.8K | 0.06% | 247 |
|
|
2024
Q1 | $1.73M | Buy |
39,723
+16,662
| +72% | +$727K | 0.06% | 256 |
|
|
2023
Q4 | $930K | Buy |
23,061
+1,870
| +9% | +$75.4K | 0.04% | 327 |
|
|
2023
Q3 | $891K | Buy |
21,191
+399
| +2% | +$16.8K | 0.04% | 300 |
|
|
2023
Q2 | $942K | Sell |
20,792
-818
| -4% | -$37.1K | 0.04% | 301 |
|
|
2023
Q1 | $964K | Sell |
21,610
-1,157
| -5% | -$51.6K | 0.04% | 302 |
|
|
2022
Q4 | $1.04M | Buy |
22,767
+4,208
| +23% | +$192K | 0.05% | 270 |
|
|
2022
Q3 | $749K | Buy |
18,559
+2,729
| +17% | +$110K | 0.04% | 277 |
|
|
2022
Q2 | $661K | Buy |
15,830
+1,711
| +12% | +$71.4K | 0.04% | 271 |
|
|
2022
Q1 | $738K | Buy |
14,119
+334
| +2% | +$17.5K | 0.04% | 243 |
|
|
2021
Q4 | $653K | Sell |
13,785
-6,147
| -31% | -$291K | 0.04% | 267 |
|
|
2021
Q3 | $907K | Sell |
19,932
-687
| -3% | -$31.3K | 0.06% | 206 |
|
|
2021
Q2 | $983K | Sell |
20,619
-405
| -2% | -$19.3K | 0.07% | 199 |
|
|
2021
Q1 | $1.08M | Buy |
21,024
+1,805
| +9% | +$92.4K | 0.08% | 168 |
|
|
2020
Q4 | $788K | Buy |
19,219
+2,220
| +13% | +$91K | 0.07% | 175 |
|
|
2020
Q3 | $657K | Sell |
16,999
-419
| -2% | -$16.2K | 0.07% | 171 |
|
|
2020
Q2 | $684K | Sell |
17,418
-931
| -5% | -$36.6K | 0.09% | 139 |
|
|
2020
Q1 | $710K | Sell |
18,349
-5,743
| -24% | -$222K | 0.1% | 118 |
|
|
2019
Q4 | $1.2M | Sell |
24,092
-18,609
| -44% | -$928K | 0.15% | 85 |
|
|
2019
Q3 | $1.75M | Sell |
42,701
-2,372
| -5% | -$97K | 0.25% | 54 |
|
|
2019
Q2 | $2.13M | Sell |
45,073
-3,236
| -7% | -$153K | 0.34% | 42 |
|
|
2019
Q1 | $2.77M | Sell |
48,309
-1,800
| -4% | -$103K | 0.47% | 31 |
|
|
2018
Q4 | $2.48M | Sell |
50,109
-117
| -0.2% | -$5.78K | 0.48% | 34 |
|
|
2018
Q3 | $3.03M | Sell |
50,226
-3,289
| -6% | -$198K | 0.56% | 30 |
|
|
2018
Q2 | $3.04M | Sell |
53,515
-531
| -1% | -$30.2K | 0.6% | 30 |
|
|
2018
Q1 | $3.37M | Sell |
54,046
-367
| -0.7% | -$22.9K | 0.76% | 26 |
|
|
2017
Q4 | $3.89M | Buy |
54,413
+3,449
| +7% | +$246K | 1% | 18 |
|
|
2017
Q3 | $3.23M | Buy |
50,964
+50,693
| +18,706% | +$3.21M | 0.96% | 19 |
|
|
2017
Q2 | $20K | Sell |
271
-240
| -47% | -$17.7K | 0.01% | 67 |
|
|
2017
Q1 | $36K | Sell |
511
-100
| -16% | -$7.05K | 0.02% | 47 |
|
|
2016
Q4 | $41K | Buy |
611
+221
| +57% | +$14.8K | 0.02% | 47 |
|
|
2016
Q3 | $25K | Sell |
390
-50
| -11% | -$3.21K | 0.02% | 46 |
|
|
2016
Q2 | $30K | Buy |
+440
| New | +$30K | 0.02% | 57 |
|