Winch Advisory Services’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 | $125K | Buy |
2,130
+36
| +2% | +$2.11K | 0.03% | 113 |
|
|
2025
Q1 | $126K | Buy |
2,094
+41
| +2% | +$2.46K | 0.03% | 110 |
|
|
2024
Q4 | $107K | Buy |
2,053
+92
| +5% | +$4.81K | 0.03% | 114 |
|
|
2024
Q3 | $100K | Buy |
1,961
+40
| +2% | +$2.04K | 0.03% | 115 |
|
|
2024
Q2 | $87.5K | Buy |
1,921
+913
| +91% | +$41.6K | 0.03% | 118 |
|
|
2024
Q1 | $44K | Buy |
1,008
+152
| +18% | +$6.63K | 0.01% | 159 |
|
|
2023
Q4 | $34.5K | Buy |
856
+19
| +2% | +$767 | 0.01% | 169 |
|
|
2023
Q3 | $35K | Buy |
837
+16
| +2% | +$669 | 0.01% | 164 |
|
|
2023
Q2 | $37K | Buy |
821
+8
| +1% | +$361 | 0.01% | 149 |
|
|
2023
Q1 | $36K | Buy |
813
+8
| +1% | +$354 | 0.01% | 143 |
|
|
2022
Q4 | $37K | Buy |
805
+437
| +119% | +$20.1K | 0.02% | 141 |
|
|
2022
Q3 | $15K | Buy |
368
+8
| +2% | +$326 | 0.01% | 196 |
|
|
2022
Q2 | $15K | Sell |
360
-675
| -65% | -$28.1K | 0.01% | 203 |
|
|
2022
Q1 | $54K | Buy |
1,035
+8
| +0.8% | +$417 | 0.02% | 127 |
|
|
2021
Q4 | $49K | Buy |
1,027
+7
| +0.7% | +$334 | 0.02% | 132 |
|
|
2021
Q3 | $46K | Buy |
1,020
+8
| +0.8% | +$361 | 0.02% | 135 |
|
|
2021
Q2 | $48K | Buy |
1,012
+7
| +0.7% | +$332 | 0.02% | 130 |
|
|
2021
Q1 | $51K | Buy |
1,005
+8
| +0.8% | +$406 | 0.02% | 123 |
|
|
2020
Q4 | $41K | Sell |
997
-118
| -11% | -$4.85K | 0.02% | 113 |
|
|
2020
Q3 | $43K | Buy |
1,115
+134
| +14% | +$5.17K | 0.02% | 99 |
|
|
2020
Q2 | $38K | Buy |
981
+8
| +0.8% | +$310 | 0.02% | 104 |
|
|
2020
Q1 | $38K | Buy |
973
+205
| +27% | +$8.01K | 0.02% | 97 |
|
|
2019
Q4 | $38K | Buy |
768
+606
| +374% | +$30K | 0.02% | 126 |
|
|
2019
Q3 | $7K | Buy |
162
+153
| +1,700% | +$6.61K | ﹤0.01% | 223 |
|
|
2019
Q2 | $0 | Sell |
9
-4,140
| -100% | – | ﹤0.01% | 457 |
|
|
2019
Q1 | $238K | Sell |
4,149
-4,065
| -49% | -$233K | 0.13% | 70 |
|
|
2018
Q4 | $406K | Buy |
+8,214
| New | +$406K | 0.23% | 49 |
|
|
2017
Q4 | – | Sell |
-77
| Closed | -$5K | – | 314 |
|
|
2017
Q3 | $5K | Buy |
+77
| New | +$5K | ﹤0.01% | 208 |
|
|
2016
Q4 | – | Sell |
-32,736
| Closed | -$2.07M | – | 284 |
|
|
2016
Q3 | $2.07M | Buy |
32,736
+31,790
| +3,360% | +$2.01M | 1.69% | 24 |
|
|
2016
Q2 | $65K | Buy |
946
+476
| +101% | +$32.7K | 0.08% | 67 |
|
|
2016
Q1 | $29K | Buy |
470
+252
| +116% | +$15.5K | 0.05% | 61 |
|
|
2015
Q4 | $13K | Buy |
218
+2
| +0.9% | +$119 | 0.01% | 114 |
|
|
2015
Q3 | $12K | Buy |
216
+2
| +0.9% | +$111 | 0.02% | 110 |
|
|
2015
Q2 | $10K | Sell |
214
-36
| -14% | -$1.68K | 0.01% | 179 |
|
|
2015
Q1 | $12K | Buy |
+250
| New | +$12K | 0.01% | 140 |
|
|
2014
Q4 | – | Sell |
-207
| Closed | -$10K | – | 128 |
|
|
2014
Q3 | $10K | Buy |
207
+2
| +1% | +$97 | 0.01% | 134 |
|
|
2014
Q2 | $9K | Buy |
205
+2
| +1% | +$88 | 0.01% | 171 |
|
|
2014
Q1 | $8K | Buy |
+203
| New | +$8K | 0.01% | 190 |
|