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
2026 Q1	$503K	Buy	7,619 +694	+10%	+$44.7K	0.03%	300
2025 Q4	$399K	Sell	6,925 -641	-8%	-$38.7K	0.03%	283
2025 Q3	$500K	Buy	7,566 +190	+3%	+$12K	0.03%	227
2025 Q2	$432K	Buy	7,376 +1,723	+30%	+$101K	0.03%	251
2025 Q1	$339K	Sell	5,653 -138	-2%	-$7.53K	0.03%	211
2024 Q4	$303K	Sell	5,791 -1,131	-16%	-$60.2K	0.03%	219
2024 Q3	$353K	Buy	6,922 +261	+4%	+$13.2K	0.04%	184
2024 Q2	$303K	Sell	6,661 -976	-13%	-$43.3K	0.05%	148
2024 Q1	$333K	Buy	7,637 +1,037	+16%	+$43K	0.05%	150
2023 Q4	$266K	Sell	6,600 -4,650	-41%	-$192K	0.04%	158
2023 Q3	$473K	Buy	11,250 +3,686	+49%	+$163K	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%	-$1.26M	0.08%	116
2022 Q4	$1.84M	Sell	38,402 -3,012	-7%	-$136K	0.13%	130
2022 Q3	$1.92M	Buy	+41,414	New	+$1.81M	0.14%	115
2022 Q1	$2.8M	Buy	+50,415	New	+$2.57M	0.19%	105