Westbourne Investment Advisors’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 | $944K | Hold |
16,099
| – | – | 0.29% | 52 |
|
|
2025
Q1 | $966K | Hold |
16,099
| – | – | 0.34% | 50 |
|
|
2024
Q4 | $842K | Hold |
16,099
| – | – | 0.29% | 53 |
|
|
2024
Q3 | $822K | Hold |
16,099
| – | – | 0.29% | 55 |
|
|
2024
Q2 | $733K | Hold |
16,099
| – | – | 0.27% | 54 |
|
|
2024
Q1 | $702K | Hold |
16,099
| – | – | 0.26% | 57 |
|
|
2023
Q4 | $649K | Hold |
16,099
| – | – | 0.26% | 59 |
|
|
2023
Q3 | $677K | Hold |
16,099
| – | – | 0.31% | 55 |
|
|
2023
Q2 | $729K | Hold |
16,099
| – | – | 0.33% | 56 |
|
|
2023
Q1 | $718K | Hold |
16,099
| – | – | 0.35% | 57 |
|
|
2022
Q4 | $736K | Hold |
16,099
| – | – | 0.37% | 54 |
|
|
2022
Q3 | $650K | Hold |
16,099
| – | – | 0.34% | 56 |
|
|
2022
Q2 | $672K | Hold |
16,099
| – | – | 0.42% | 49 |
|
|
2022
Q1 | $841K | Hold |
16,099
| – | – | 0.35% | 52 |
|
|
2021
Q4 | $763K | Buy |
+16,099
| New | +$763K | 0.3% | 56 |
|
|
2018
Q4 | – | Sell |
-1,373
| Closed | -$83K | – | 123 |
|
|
2018
Q3 | $83K | Buy |
+1,373
| New | +$83K | 0.06% | 132 |
|