Well Done LLC’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $369K | Sell |
5,591
-1,200
| -18% | -$77.2K | 0.05% | 142 |
|
|
2025
Q4 | $392K | Buy |
6,791
+261
| +4% | +$15.8K | 0.06% | 136 |
|
|
2025
Q3 | $431K | Buy |
6,530
+366
| +6% | +$23.2K | 0.07% | 123 |
|
|
2025
Q2 | $361K | Buy |
6,164
+402
| +7% | +$23.6K | 0.07% | 120 |
|
|
2025
Q1 | $301K | Sell |
5,762
-258
| -4% | -$14.1K | 0.05% | 139 |
|
|
2024
Q4 | $307K | Hold |
6,020
| – | – | 0.06% | 135 |
|
|
2024
Q3 | $307K | Sell |
6,020
-1,883
| -24% | -$95.2K | 0.06% | 136 |
|
|
2024
Q2 | $360K | Buy |
7,903
+1,485
| +23% | +$65.9K | 0.07% | 128 |
|
|
2024
Q1 | $280K | Buy |
+6,418
| New | +$266K | 0.06% | 151 |
|
|
2023
Q3 | – | Sell |
-4,648
| Closed | -$211K | – | 171 |
|
|
2023
Q2 | $211K | Sell |
4,648
-1,164
| -20% | -$52.7K | 0.04% | 153 |
|
|
2023
Q1 | $259K | Buy |
5,812
+769
| +15% | +$35.4K | 0.06% | 145 |
|
|
2022
Q4 | $231K | Buy |
5,043
+33
| +0.7% | +$1.5K | 0.05% | 160 |
|
|
2022
Q3 | $202K | Buy |
+5,010
| New | +$219K | 0.05% | 158 |
|
|
2022
Q2 | – | Sell |
-4,648
| Closed | -$243K | – | 186 |
|
|
2022
Q1 | $243K | Hold |
4,648
| – | – | 0.05% | 161 |
|
|
2021
Q4 | $220K | Sell |
4,648
-291
| -6% | -$13.3K | 0.04% | 170 |
|
|
2021
Q3 | $225K | Sell |
4,939
-155
| -3% | -$7.49K | 0.05% | 159 |
|
|
2021
Q2 | $243K | Buy |
5,094
+97
| +2% | +$4.77K | 0.05% | 151 |
|
|
2021
Q1 | $256K | Buy |
4,997
+391
| +8% | +$17.5K | 0.06% | 138 |
|
|
2020
Q4 | $189K | Buy |
+4,606
| New | +$185K | 0.05% | 151 |
|
|
2019
Q1 | – | Sell |
-1,416
| Closed | -$70K | – | 453 |
|
|
2018
Q4 | $70K | Buy |
+1,416
| New | +$82K | 0.02% | 233 |
|
|
2018
Q2 | – | Sell |
-1,191
| Closed | -$74K | – | 366 |
|
|
2018
Q1 | $74K | Buy |
+1,191
| New | +$78.9K | 0.02% | 194 |
|
Other funds holding MO
VCM
VPM
