Wealthquest’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 | $259K | Buy |
4,416
+597
| +16% | +$35K | 0.02% | 116 |
|
|
2025
Q1 | $229K | Buy |
+3,819
| New | +$229K | 0.02% | 117 |
|
|
2024
Q4 | – | Sell |
-4,100
| Closed | -$209K | – | 131 |
|
|
2024
Q3 | $209K | Buy |
+4,100
| New | +$209K | 0.02% | 124 |
|
|
2024
Q1 | – | Sell |
-5,148
| Closed | -$208K | – | 138 |
|
|
2023
Q4 | $208K | Buy |
5,148
+48
| +0.9% | +$1.94K | 0.02% | 131 |
|
|
2023
Q3 | $214K | Buy |
+5,100
| New | +$214K | 0.03% | 122 |
|
|
2019
Q3 | – | Sell |
-3,642
| Closed | -$209K | – | 136 |
|
|
2019
Q2 | $209K | Hold |
3,642
| – | – | 0.08% | 122 |
|
|
2019
Q1 | $209K | Buy |
+3,642
| New | +$209K | 0.08% | 125 |
|
|
2015
Q3 | $272K | Buy |
+4,998
| New | +$272K | 0.49% | 30 |
|