WFA of San Diego’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 | $39K | Buy |
+665
| New | +$39K | 0.03% | 225 |
|
|
2024
Q3 | $34.1K | Hold |
668
| – | – | 0.03% | 210 |
|
|
2024
Q2 | $30.4K | Buy |
+668
| New | +$30.4K | 0.03% | 214 |
|
|
2023
Q3 | $28K | Hold |
665
| – | – | 0.03% | 213 |
|
|
2023
Q2 | $30.1K | Buy |
+665
| New | +$30.1K | 0.03% | 208 |
|
|
2023
Q1 | – | Sell |
-2,753
| Closed | -$126K | – | 278 |
|
|
2022
Q4 | $126K | Buy |
+2,753
| New | +$126K | 0.1% | 119 |
|
|
2022
Q3 | – | Sell |
-623
| Closed | -$26K | – | 275 |
|
|
2022
Q2 | $26K | Buy |
+623
| New | +$26K | 0.02% | 205 |
|
|
2022
Q1 | – | Sell |
-3,012
| Closed | -$143K | – | 135 |
|
|
2021
Q4 | $143K | Buy |
+3,012
| New | +$143K | 0.08% | 135 |
|
|
2020
Q3 | – | Sell |
-42,164
| Closed | -$2.14M | – | 178 |
|
|
2020
Q2 | $2.14M | Buy |
+42,164
| New | +$2.14M | 0.5% | 38 |
|