WJWM
Williams Jones Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
14,344
-784
| -5% | -$46K | 0.01% | 277 |
|
|
2025
Q1 | $908K | Sell |
15,128
-4,189
| -22% | -$251K | 0.01% | 252 |
|
|
2024
Q4 | $1.01M | Buy |
19,317
+2,018
| +12% | +$106K | 0.01% | 254 |
|
|
2024
Q3 | $883K | Buy |
17,299
+202
| +1% | +$10.3K | 0.01% | 270 |
|
|
2024
Q2 | $779K | Buy |
17,097
+148
| +0.9% | +$6.74K | 0.01% | 286 |
|
|
2024
Q1 | $739K | Sell |
16,949
-1,126
| -6% | -$49.1K | 0.01% | 295 |
|
|
2023
Q4 | $729K | Sell |
18,075
-33,797
| -65% | -$1.36M | 0.01% | 289 |
|
|
2023
Q3 | $2.18M | Sell |
51,872
-1,806
| -3% | -$75.9K | 0.03% | 186 |
|
|
2023
Q2 | $2.43M | Sell |
53,678
-3,477
| -6% | -$158K | 0.04% | 182 |
|
|
2023
Q1 | $2.55M | Sell |
57,155
-432
| -0.8% | -$19.3K | 0.04% | 181 |
|
|
2022
Q4 | $2.63M | Sell |
57,587
-935
| -2% | -$42.7K | 0.04% | 178 |
|
|
2022
Q3 | $2.36M | Buy |
58,522
+1,114
| +2% | +$45K | 0.04% | 190 |
|
|
2022
Q2 | $2.4M | Buy |
57,408
+34,184
| +147% | +$1.43M | 0.04% | 194 |
|
|
2022
Q1 | $1.21M | Buy |
23,224
+859
| +4% | +$44.9K | 0.02% | 246 |
|
|
2021
Q4 | $1.06M | Sell |
22,365
-309
| -1% | -$14.6K | 0.01% | 255 |
|
|
2021
Q3 | $1.03M | Buy |
22,674
+1,127
| +5% | +$51.3K | 0.01% | 244 |
|
|
2021
Q2 | $1.03M | Buy |
21,547
+986
| +5% | +$47K | 0.01% | 245 |
|
|
2021
Q1 | $1.05M | Buy |
20,561
+822
| +4% | +$42.1K | 0.02% | 240 |
|
|
2020
Q4 | $809K | Buy |
19,739
+2,810
| +17% | +$115K | 0.01% | 239 |
|
|
2020
Q3 | $654K | Buy |
16,929
+642
| +4% | +$24.8K | 0.01% | 234 |
|
|
2020
Q2 | $639K | Buy |
16,287
+262
| +2% | +$10.3K | 0.01% | 234 |
|
|
2020
Q1 | $620K | Buy |
16,025
+2,499
| +18% | +$96.7K | 0.02% | 210 |
|
|
2019
Q4 | $675K | Sell |
13,526
-5,782
| -30% | -$289K | 0.01% | 243 |
|
|
2019
Q3 | $790K | Buy |
+19,308
| New | +$790K | 0.02% | 221 |
|