West Coast Financial’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 | – | Sell |
-5,450
| Closed | -$327K | – | 99 |
|
2025
Q1 | $327K | Hold |
5,450
| – | – | 0.04% | 132 |
|
2024
Q4 | $285K | Hold |
5,450
| – | – | 0.03% | 141 |
|
2024
Q3 | $278K | Hold |
5,450
| – | – | 0.03% | 152 |
|
2024
Q2 | $248K | Hold |
5,450
| – | – | 0.03% | 152 |
|
2024
Q1 | $238K | Hold |
5,450
| – | – | 0.03% | 150 |
|
2023
Q4 | $220K | Buy |
+5,450
| New | +$220K | 0.03% | 152 |
|