Westend Capital Management’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 | $91.7K | Hold |
1,564
| – | – | 0.03% | 62 |
|
|
2025
Q1 | $93.9K | Hold |
1,564
| – | – | 0.04% | 61 |
|
|
2024
Q4 | $81.8K | Buy |
1,564
+898
| +135% | +$47K | 0.02% | 65 |
|
|
2024
Q3 | $34K | Hold |
666
| – | – | 0.01% | 85 |
|
|
2024
Q2 | $30.7K | Hold |
666
| – | – | 0.01% | 77 |
|
|
2024
Q1 | $29.1K | Buy |
+666
| New | +$29.1K | 0.01% | 84 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$51K | – | 69 |
|
|
2015
Q2 | $51K | Hold |
1,000
| – | – | 0.06% | 70 |
|
|
2015
Q1 | $52K | Sell |
1,000
-2,870
| -74% | -$149K | 0.06% | 70 |
|
|
2014
Q4 | $191K | Hold |
3,870
| – | – | 0.22% | 47 |
|
|
2014
Q3 | $177K | Buy |
+3,870
| New | +$177K | 0.19% | 45 |
|
|
2014
Q1 | – | Sell |
-2,750
| Closed | -$106K | – | 67 |
|
|
2013
Q4 | $106K | Buy |
+2,750
| New | +$106K | 0.11% | 58 |
|
|
2013
Q2 | $132K | Buy |
+3,750
| New | +$132K | 0.14% | 58 |
|