WealthPLAN 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 | $930K | Sell |
15,869
-947
| -6% | -$55.5K | 0.15% | 130 |
|
|
2025
Q1 | $1.01M | Buy |
16,816
+144
| +0.9% | +$8.64K | 0.14% | 126 |
|
|
2024
Q4 | $872K | Sell |
16,672
-763
| -4% | -$39.9K | 0.12% | 131 |
|
|
2024
Q3 | $890K | Sell |
17,435
-111
| -0.6% | -$5.67K | 0.12% | 132 |
|
|
2024
Q2 | $799K | Sell |
17,546
-445
| -2% | -$20.3K | 0.09% | 156 |
|
|
2024
Q1 | $785K | Sell |
17,991
-4,939
| -22% | -$215K | 0.08% | 164 |
|
|
2023
Q4 | $925K | Sell |
22,930
-4,343
| -16% | -$175K | 0.1% | 159 |
|
|
2023
Q3 | $1.15M | Buy |
27,273
+2,626
| +11% | +$110K | 0.13% | 139 |
|
|
2023
Q2 | $1.12M | Sell |
24,647
-1,375
| -5% | -$62.3K | 0.16% | 127 |
|
|
2023
Q1 | $1.16M | Sell |
26,022
-12,380
| -32% | -$552K | 0.13% | 138 |
|
|
2022
Q4 | $1.82M | Buy |
+38,402
| New | +$1.82M | 0.13% | 131 |
|
|
2022
Q1 | $2.8M | Sell |
50,415
-228,804
| -82% | -$12.7M | 0.19% | 105 |
|
|
2021
Q4 | $14.2M | Buy |
279,219
+8,495
| +3% | +$432K | 0.94% | 36 |
|
|
2021
Q3 | $12M | Buy |
270,724
+12,384
| +5% | +$551K | 0.8% | 46 |
|
|
2021
Q2 | $12.4M | Buy |
258,340
+28,985
| +13% | +$1.4M | 0.88% | 39 |
|
|
2021
Q1 | $11M | Buy |
229,355
+9,893
| +5% | +$473K | 0.85% | 42 |
|
|
2020
Q4 | $9.33M | Buy |
219,462
+15,744
| +8% | +$670K | 0.79% | 42 |
|
|
2020
Q3 | $8.05M | Sell |
203,718
-31,475
| -13% | -$1.24M | 0.78% | 39 |
|
|
2020
Q2 | $10M | Buy |
235,193
+12,159
| +5% | +$518K | 1.04% | 25 |
|
|
2020
Q1 | $8.09M | Buy |
223,034
+41,381
| +23% | +$1.5M | 1.05% | 24 |
|
|
2019
Q4 | $8.25M | Buy |
181,653
+69,447
| +62% | +$3.15M | 0.97% | 23 |
|
|
2019
Q3 | $5.26M | Buy |
112,206
+14,693
| +15% | +$688K | 0.72% | 45 |
|
|
2019
Q2 | $4.56M | Buy |
97,513
+3,629
| +4% | +$170K | 0.69% | 47 |
|
|
2019
Q1 | $4.89M | Buy |
93,884
+2,709
| +3% | +$141K | 0.76% | 40 |
|
|
2018
Q4 | $4.44M | Buy |
91,175
+69,991
| +330% | +$3.41M | 0.71% | 40 |
|
|
2018
Q3 | $1.18M | Buy |
21,184
+74
| +0.4% | +$4.12K | 0.22% | 86 |
|
|
2018
Q2 | $1.2M | Sell |
21,110
-1,021
| -5% | -$57.9K | 0.25% | 90 |
|
|
2018
Q1 | $1.38M | Buy |
22,131
+3,238
| +17% | +$202K | 0.3% | 85 |
|
|
2017
Q4 | $1.35M | Buy |
18,893
+7,190
| +61% | +$513K | 0.36% | 76 |
|
|
2017
Q3 | $742K | Sell |
11,703
-2,225
| -16% | -$141K | 0.21% | 87 |
|
|
2017
Q2 | $1.04M | Buy |
13,928
+12,065
| +648% | +$898K | 0.3% | 70 |
|
|
2017
Q1 | $134K | Buy |
+1,863
| New | +$134K | 0.47% | 44 |
|
|
2016
Q3 | $977K | Sell |
15,817
-5,598
| -26% | -$346K | 0.32% | 53 |
|
|
2016
Q2 | $1.06M | Buy |
+21,415
| New | +$1.06M | 0.14% | 116 |
|
|
2015
Q4 | $982K | Buy |
+33,110
| New | +$982K | 0.16% | 102 |
|
|
2015
Q2 | $853K | Sell |
17,438
-28,128
| -62% | -$1.38M | 0.37% | 39 |
|
|
2015
Q1 | $2.29M | Buy |
+45,566
| New | +$2.29M | 1.07% | 19 |
|