WealthShield 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 | $215K | Sell |
3,662
-733
| -17% | -$43K | 0.03% | 315 |
|
|
2025
Q1 | $266K | Buy |
+4,395
| New | +$266K | 0.03% | 283 |
|
|
2024
Q4 | – | Sell |
-4,614
| Closed | -$239K | – | 511 |
|
|
2024
Q3 | $239K | Buy |
4,614
+12
| +0.3% | +$620 | 0.03% | 275 |
|
|
2024
Q2 | $214K | Buy |
4,602
+13
| +0.3% | +$605 | 0.03% | 270 |
|
|
2024
Q1 | $205K | Sell |
4,589
-471
| -9% | -$21K | 0.03% | 270 |
|
|
2023
Q4 | $209K | Sell |
5,060
-268
| -5% | -$11.1K | 0.03% | 272 |
|
|
2023
Q3 | $229K | Sell |
5,328
-352
| -6% | -$15.1K | 0.03% | 275 |
|
|
2023
Q2 | $263K | Sell |
5,680
-73
| -1% | -$3.38K | 0.04% | 266 |
|
|
2023
Q1 | $262K | Sell |
5,753
-90
| -2% | -$4.1K | 0.04% | 266 |
|
|
2022
Q4 | $273K | Sell |
5,843
-186
| -3% | -$8.68K | 0.05% | 251 |
|
|
2022
Q3 | $249K | Sell |
6,029
-107
| -2% | -$4.42K | 0.05% | 264 |
|
|
2022
Q2 | $262K | Buy |
6,136
+443
| +8% | +$18.9K | 0.05% | 261 |
|
|
2022
Q1 | $303K | Buy |
5,693
+236
| +4% | +$12.6K | 0.05% | 283 |
|
|
2021
Q4 | $259K | Buy |
5,457
+646
| +13% | +$30.7K | 0.04% | 247 |
|
|
2021
Q3 | $219K | Sell |
4,811
-7,209
| -60% | -$328K | 0.06% | 220 |
|
|
2021
Q2 | $573K | Buy |
12,020
+198
| +2% | +$9.44K | 0.09% | 153 |
|
|
2021
Q1 | $605K | Sell |
11,822
-1,332
| -10% | -$68.2K | 0.11% | 135 |
|
|
2020
Q4 | $539K | Buy |
13,154
+1,496
| +13% | +$61.3K | 0.1% | 161 |
|
|
2020
Q3 | $450K | Buy |
+11,658
| New | +$450K | 0.16% | 141 |
|
|
2019
Q2 | – | Sell |
-3,640
| Closed | -$210K | – | 259 |
|
|
2019
Q1 | $210K | Buy |
+3,640
| New | +$210K | 0.12% | 139 |
|
|
2018
Q4 | – | Sell |
-3,940
| Closed | -$241K | – | 270 |
|
|
2018
Q3 | $241K | Buy |
3,940
+300
| +8% | +$18.4K | 0.14% | 115 |
|
|
2018
Q2 | $209K | Buy |
3,640
+150
| +4% | +$8.61K | 0.13% | 116 |
|
|
2018
Q1 | $220K | Sell |
3,490
-188
| -5% | -$11.9K | 0.14% | 112 |
|
|
2017
Q4 | $260K | Buy |
+3,678
| New | +$260K | 0.16% | 108 |
|