WCM
Whitener Capital Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
35,943
+441
| +1% | +$25.9K | 0.56% | 41 |
|
|
2025
Q1 | $2.13M | Buy |
35,502
+479
| +1% | +$28.8K | 0.6% | 41 |
|
|
2024
Q4 | $1.83M | Buy |
35,023
+603
| +2% | +$31.5K | 0.51% | 45 |
|
|
2024
Q3 | $1.76M | Buy |
34,420
+3,830
| +13% | +$195K | 0.5% | 46 |
|
|
2024
Q2 | $1.39M | Buy |
30,590
+3,670
| +14% | +$167K | 0.42% | 51 |
|
|
2024
Q1 | $1.17M | Buy |
26,920
+6,809
| +34% | +$297K | 0.38% | 57 |
|
|
2023
Q4 | $811K | Buy |
20,111
+10,314
| +105% | +$416K | 0.29% | 68 |
|
|
2023
Q3 | $412K | Buy |
9,797
+250
| +3% | +$10.5K | 0.17% | 94 |
|
|
2023
Q2 | $432K | Sell |
9,547
-170
| -2% | -$7.7K | 0.17% | 95 |
|
|
2023
Q1 | $434K | Buy |
9,717
+1,395
| +17% | +$62.2K | 0.18% | 93 |
|
|
2022
Q4 | $380K | Buy |
8,322
+400
| +5% | +$18.3K | 0.17% | 91 |
|
|
2022
Q3 | $320K | Buy |
7,922
+1,500
| +23% | +$60.6K | 0.15% | 101 |
|
|
2022
Q2 | $268K | Buy |
6,422
+655
| +11% | +$27.3K | 0.12% | 114 |
|
|
2022
Q1 | $301K | Buy |
5,767
+100
| +2% | +$5.22K | 0.11% | 116 |
|
|
2021
Q4 | $268K | Sell |
5,667
-100
| -2% | -$4.73K | 0.1% | 127 |
|
|
2021
Q3 | $236K | Buy |
5,767
+200
| +4% | +$8.18K | 0.11% | 120 |
|
|
2021
Q2 | $265K | Sell |
5,567
-100
| -2% | -$4.76K | 0.11% | 123 |
|
|
2021
Q1 | $289K | Sell |
5,667
-100
| -2% | -$5.1K | 0.13% | 119 |
|
|
2020
Q4 | $236K | Sell |
5,767
-400
| -6% | -$16.4K | 0.11% | 121 |
|
|
2020
Q3 | $238K | Buy |
6,167
+700
| +13% | +$27K | 0.11% | 111 |
|
|
2020
Q2 | $214K | Sell |
5,467
-2,054
| -27% | -$80.4K | 0.11% | 119 |
|
|
2020
Q1 | $290K | Sell |
7,521
-3,130
| -29% | -$121K | 0.19% | 91 |
|
|
2019
Q4 | $531K | Buy |
10,651
+583
| +6% | +$29.1K | 0.28% | 79 |
|
|
2019
Q3 | $411K | Buy |
10,068
+915
| +10% | +$37.4K | 0.23% | 85 |
|
|
2019
Q2 | $433K | Hold |
9,153
| – | – | 0.25% | 85 |
|
|
2019
Q1 | $525K | Sell |
9,153
-100
| -1% | -$5.74K | 0.34% | 72 |
|
|
2018
Q4 | $457K | Sell |
9,253
-600
| -6% | -$29.6K | 0.34% | 73 |
|
|
2018
Q3 | $594K | Sell |
9,853
-1,112
| -10% | -$67K | 0.39% | 69 |
|
|
2018
Q2 | $622K | Sell |
10,965
-2,627
| -19% | -$149K | 0.49% | 62 |
|
|
2018
Q1 | $847K | Buy |
13,592
+562
| +4% | +$35K | 0.65% | 39 |
|
|
2017
Q4 | $930K | Buy |
+13,030
| New | +$930K | 0.8% | 30 |
|