WAM
WFA Asset Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
23,662
+3,832
| +19% | +$175K | 0.61% | 19 |
|
|
2025
Q1 | $865K | Sell |
19,830
-12,186
| -38% | -$532K | 0.45% | 22 |
|
|
2024
Q4 | $1.67M | Buy |
32,016
+3,421
| +12% | +$179K | 0.91% | 17 |
|
|
2024
Q3 | $1.46M | Buy |
28,595
+4,933
| +21% | +$252K | 0.79% | 17 |
|
|
2024
Q2 | $1.08M | Buy |
23,662
+3,832
| +19% | +$175K | 0.61% | 19 |
|
|
2024
Q1 | $865K | Buy |
19,830
+3,518
| +22% | +$153K | 0.45% | 22 |
|
|
2023
Q4 | $658K | Buy |
16,312
+1,002
| +7% | +$40.4K | 0.36% | 24 |
|
|
2023
Q3 | $644K | Buy |
15,310
+3,374
| +28% | +$142K | 0.38% | 25 |
|
|
2023
Q2 | $541K | Buy |
11,936
+220
| +2% | +$9.97K | 0.32% | 28 |
|
|
2023
Q1 | $523K | Buy |
11,716
+224
| +2% | +$10K | 0.32% | 30 |
|
|
2022
Q4 | $525K | Buy |
11,492
+1,096
| +11% | +$50.1K | 0.35% | 26 |
|
|
2022
Q3 | $420K | Buy |
10,396
+371
| +4% | +$15K | 0.3% | 27 |
|
|
2022
Q2 | $419K | Buy |
10,025
+158
| +2% | +$6.6K | 0.29% | 25 |
|
|
2022
Q1 | $516K | Buy |
9,867
+175
| +2% | +$9.14K | 0.34% | 24 |
|
|
2021
Q4 | $459K | Buy |
+9,692
| New | +$459K | 0.3% | 23 |
|