WealthPlan Investment Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $500K | Buy |
|
|||||
|
2025
Q2 | $432K | Buy |
|
|||||
|
2025
Q1 | $339K | Sell |
|
|||||
|
2024
Q4 | $303K | Sell |
|
|||||
|
2024
Q3 | $353K | Buy |
|
|||||
|
2024
Q2 | $303K | Sell |
|
|||||
|
2024
Q1 | $333K | Buy |
|
|||||
|
2023
Q4 | $266K | Sell |
|
|||||
|
2023
Q3 | $473K | Buy |
|
|||||
|
2023
Q2 | $343K | Sell |
|
|||||
|
2023
Q1 | $487K | Sell |
|
|||||
|
2022
Q4 | $1.84M | Sell |
|
|||||
|
2022
Q3 | $1.92M | Buy |
|
|||||
|
2022
Q1 | $2.8M | Buy |
|