WealthPlan Investment Management’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 | $432K | Buy |
7,376
+1,723
| +30% | +$101K | 0.03% | 251 |
|
|
2025
Q1 | $339K | Sell |
5,653
-138
| -2% | -$8.28K | 0.03% | 211 |
|
|
2024
Q4 | $303K | Sell |
5,791
-1,131
| -16% | -$59.1K | 0.03% | 219 |
|
|
2024
Q3 | $353K | Buy |
6,922
+261
| +4% | +$13.3K | 0.04% | 184 |
|
|
2024
Q2 | $303K | Sell |
6,661
-976
| -13% | -$44.5K | 0.05% | 148 |
|
|
2024
Q1 | $333K | Buy |
7,637
+1,037
| +16% | +$45.2K | 0.05% | 150 |
|
|
2023
Q4 | $266K | Sell |
6,600
-4,650
| -41% | -$188K | 0.04% | 158 |
|
|
2023
Q3 | $473K | Buy |
11,250
+3,686
| +49% | +$155K | 0.08% | 114 |
|
|
2023
Q2 | $343K | Sell |
7,564
-3,356
| -31% | -$152K | 0.1% | 108 |
|
|
2023
Q1 | $487K | Sell |
10,920
-27,482
| -72% | -$1.23M | 0.08% | 116 |
|
|
2022
Q4 | $1.84M | Sell |
38,402
-3,012
| -7% | -$144K | 0.13% | 130 |
|
|
2022
Q3 | $1.92M | Buy |
+41,414
| New | +$1.92M | 0.14% | 115 |
|
|
2022
Q1 | $2.8M | Buy |
+50,415
| New | +$2.8M | 0.19% | 105 |
|