West Branch Capital’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 | $53.1K | Sell |
906
-300
| -25% | -$17.6K | 0.02% | 138 |
|
|
2025
Q1 | $72.4K | Hold |
1,206
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $63.1K | Hold |
1,206
| – | – | 0.02% | 145 |
|
|
2024
Q3 | $61.6K | Buy |
1,206
+6
| +0.5% | +$306 | 0.02% | 145 |
|
|
2024
Q2 | $54.7K | Sell |
1,200
-15
| -1% | -$683 | 0.02% | 154 |
|
|
2024
Q1 | $53K | Hold |
1,215
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $49K | Hold |
1,215
| – | – | 0.02% | 158 |
|
|
2023
Q3 | $51.1K | Hold |
1,215
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $55K | Hold |
1,215
| – | – | 0.03% | 156 |
|
|
2023
Q1 | $54.2K | Hold |
1,215
| – | – | 0.03% | 159 |
|
|
2022
Q4 | $55.5K | Hold |
1,215
| – | – | 0.03% | 155 |
|
|
2022
Q3 | $49K | Hold |
1,215
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $51K | Hold |
1,215
| – | – | 0.03% | 169 |
|
|
2022
Q1 | $63K | Hold |
1,215
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $58K | Hold |
1,215
| – | – | 0.02% | 192 |
|
|
2021
Q3 | $55K | Hold |
1,215
| – | – | 0.03% | 184 |
|
|
2021
Q2 | $58K | Buy |
+1,215
| New | +$58K | 0.03% | 184 |
|
|
2019
Q3 | – | Sell |
-14,195
| Closed | -$672K | – | 97 |
|
|
2019
Q2 | $672K | Buy |
14,195
+4,219
| +42% | +$200K | 0.55% | 48 |
|
|
2019
Q1 | $573K | Buy |
+9,976
| New | +$573K | 0.51% | 47 |
|
|
2018
Q2 | – | Sell |
-30,232
| Closed | -$1.88M | – | 96 |
|
|
2018
Q1 | $1.88M | Buy |
+30,232
| New | +$1.88M | 2.07% | 14 |
|