WealthPLAN Partners’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 | $993K | Sell |
|
|||||
|
2025
Q2 | $930K | Sell |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $872K | Sell |
|
|||||
|
2024
Q3 | $890K | Sell |
|
|||||
|
2024
Q2 | $799K | Sell |
|
|||||
|
2024
Q1 | $785K | Sell |
|
|||||
|
2023
Q4 | $925K | Sell |
|
|||||
|
2023
Q3 | $1.15M | Buy |
|
|||||
|
2023
Q2 | $1.12M | Sell |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $1.82M | Buy |
|
|||||
|
2022
Q1 | $2.8M | Sell |
|
|||||
|
2021
Q4 | $14.2M | Buy |
|
|||||
|
2021
Q3 | $12M | Buy |
|
|||||
|
2021
Q2 | $12.4M | Buy |
|
|||||
|
2021
Q1 | $11M | Buy |
|
|||||
|
2020
Q4 | $9.33M | Buy |
|
|||||
|
2020
Q3 | $8.05M | Sell |
|
|||||
|
2020
Q2 | $10M | Buy |
|
|||||
|
2020
Q1 | $8.09M | Buy |
|
|||||
|
2019
Q4 | $8.25M | Buy |
|
|||||
|
2019
Q3 | $5.25M | Buy |
|
|||||
|
2019
Q2 | $4.56M | Buy |
|
|||||
|
2019
Q1 | $4.89M | Buy |
|
|||||
|
2018
Q4 | $4.44M | Buy |
|
|||||
|
2018
Q3 | $1.18M | Buy |
|
|||||
|
2018
Q2 | $1.2M | Sell |
|
|||||
|
2018
Q1 | $1.38M | Buy |
|
|||||
|
2017
Q4 | $1.35M | Buy |
|
|||||
|
2017
Q3 | $742K | Sell |
|
|||||
|
2017
Q2 | $1.04M | Buy |
|
|||||
|
2017
Q1 | $134K | Buy |
|
|||||
|
2016
Q3 | $977K | Sell |
|
|||||
|
2016
Q2 | $1.06M | Buy |
|
|||||
|
2015
Q4 | $982K | Buy |
|
|||||
|
2015
Q2 | $853K | Sell |
|
|||||
|
2015
Q1 | $2.29M | Buy |
|