Wealthspire Advisors (New York)’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
$3.52M Buy
59,973
+1,640
+3% +$96.2K 0.02% 200
2025
Q1
$3.5M Sell
58,333
-4,259
-7% -$256K 0.02% 190
2024
Q4
$3.27M Buy
62,592
+3,370
+6% +$176K 0.03% 185
2024
Q3
$3.02M Buy
59,222
+4,672
+9% +$238K 0.03% 188
2024
Q2
$2.48M Buy
54,550
+21,163
+63% +$964K 0.03% 179
2024
Q1
$1.46M Sell
33,387
-2,637
-7% -$115K 0.02% 250
2023
Q4
$1.45M Buy
36,024
+11,096
+45% +$448K 0.02% 248
2023
Q3
$1.05M Buy
24,928
+239
+1% +$10.1K 0.02% 271
2023
Q2
$1.12M Sell
24,689
-914
-4% -$41.4K 0.02% 228
2023
Q1
$1.14M Sell
25,603
-4,721
-16% -$211K 0.02% 227
2022
Q4
$1.39M Buy
30,324
+3,020
+11% +$138K 0.03% 202
2022
Q3
$1.1M Buy
27,304
+4,255
+18% +$172K 0.02% 214
2022
Q2
$963K Buy
23,049
+1,885
+9% +$78.8K 0.02% 214
2022
Q1
$1.11M Sell
21,164
-10,460
-33% -$547K 0.02% 180
2021
Q4
$1.5M Buy
31,624
+718
+2% +$34K 0.03% 174
2021
Q3
$1.41M Buy
30,906
+14,135
+84% +$643K 0.03% 207
2021
Q2
$800K Sell
16,771
-35,798
-68% -$1.71M 0.02% 182
2021
Q1
$2.69M Buy
52,569
+18,674
+55% +$955K 0.06% 137
2020
Q4
$1.39M Sell
33,895
-10,942
-24% -$449K 0.04% 170
2020
Q3
$1.73M Buy
44,837
+10,931
+32% +$422K 0.1% 94
2020
Q2
$1.33M Sell
33,906
-14,844
-30% -$583K 0.09% 92
2020
Q1
$1.89M Buy
48,750
+10,430
+27% +$403K 0.08% 130
2019
Q4
$1.91M Buy
38,320
+4,820
+14% +$241K 0.14% 44
2019
Q3
$1.37M Buy
33,500
+16,597
+98% +$679K 0.11% 39
2019
Q2
$800K Buy
16,903
+2,690
+19% +$127K 0.07% 38
2019
Q1
$816K Buy
14,213
+13,203
+1,307% +$758K 0.08% 29
2018
Q4
$50K Buy
+1,010
New +$50K ﹤0.01% 184