Wheelhouse Advisory Group’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 | $276K | Sell |
4,709
-248
| -5% | -$14.5K | 0.14% | 39 |
|
|
2025
Q1 | $298K | Buy |
4,957
+40
| +0.8% | +$2.4K | 0.17% | 37 |
|
|
2024
Q4 | $257K | Buy |
4,917
+39
| +0.8% | +$2.04K | 0.15% | 37 |
|
|
2024
Q3 | $249K | Buy |
4,878
+40
| +0.8% | +$2.04K | 0.16% | 38 |
|
|
2024
Q2 | $223K | Buy |
+4,838
| New | +$223K | 0.16% | 36 |
|