Windle Wealth’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 | $7.97M | Sell |
135,958
-2,035
| -1% | -$119K | 3.9% | 9 |
|
2025
Q1 | $8.28M | Sell |
137,993
-8,246
| -6% | -$495K | 4.27% | 11 |
|
2024
Q4 | $7.65M | Buy |
146,239
+1,059
| +0.7% | +$55.4K | 4.23% | 8 |
|
2024
Q3 | $7.41M | Sell |
145,180
-3,547
| -2% | -$181K | 4.03% | 13 |
|
2024
Q2 | $6.77M | Buy |
148,727
+1,298
| +0.9% | +$59.1K | 4.13% | 9 |
|
2024
Q1 | $6.43M | Buy |
147,429
+9,384
| +7% | +$409K | 4.1% | 13 |
|
2023
Q4 | $5.57M | Buy |
138,045
+3,117
| +2% | +$126K | 3.91% | 21 |
|
2023
Q3 | $5.67M | Buy |
134,928
+5,975
| +5% | +$251K | 4.23% | 14 |
|
2023
Q2 | $5.84M | Buy |
128,953
+5,443
| +4% | +$247K | 4.22% | 12 |
|
2023
Q1 | $5.51M | Buy |
123,510
+2,559
| +2% | +$114K | 4.09% | 15 |
|
2022
Q4 | $5.53M | Buy |
+120,951
| New | +$5.53M | 4.32% | 14 |
|