WPA
Winning Points Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $361K | Buy |
+8,569
| New | +$361K | 0.61% | 23 |
|
|
2024
Q1 | $425K | Hold |
10,532
| – | – | 0.65% | 24 |
|
|
2023
Q4 | $425K | Buy |
10,532
+1,963
| +23% | +$79.2K | 0.65% | 24 |
|
|
2023
Q3 | $361K | Sell |
8,569
-1,963
| -19% | -$82.7K | 0.64% | 23 |
|
|
2023
Q2 | $425K | Sell |
10,532
-41,877
| -80% | -$1.69M | 0.65% | 24 |
|
|
2023
Q1 | $2.34M | Sell |
52,409
-979
| -2% | -$43.7K | 2.58% | 8 |
|
|
2022
Q4 | $2.44M | Sell |
53,388
-303
| -0.6% | -$13.8K | 3.11% | 7 |
|
|
2022
Q3 | $2.23M | Buy |
53,691
+3
| +0% | +$124 | 2.72% | 8 |
|
|
2022
Q2 | $2.24M | Sell |
53,688
-9,000
| -14% | -$376K | 2.46% | 10 |
|
|
2022
Q1 | $3.28M | Buy |
62,688
+43,465
| +226% | +$2.27M | 2.54% | 11 |
|
|
2021
Q4 | $912K | Sell |
19,223
-43,965
| -70% | -$2.09M | 0.66% | 33 |
|
|
2021
Q3 | $2.88M | Buy |
63,188
+2,072
| +3% | +$94.5K | 2.11% | 13 |
|
|
2021
Q2 | $2.92M | Sell |
61,116
-2,520
| -4% | -$120K | 2.18% | 12 |
|
|
2021
Q1 | $3.26M | Buy |
63,636
+927
| +1% | +$47.4K | 2.44% | 12 |
|
|
2020
Q4 | $2.57M | Buy |
62,709
+3,324
| +6% | +$136K | 2.07% | 13 |
|
|
2020
Q3 | $2.29M | Buy |
59,385
+1,662
| +3% | +$64.2K | 1.96% | 15 |
|
|
2020
Q2 | $2.27M | Sell |
57,723
-400
| -0.7% | -$15.7K | 2.16% | 15 |
|
|
2020
Q1 | $2.24M | Buy |
58,123
+6,800
| +13% | +$262K | 2.19% | 16 |
|
|
2019
Q4 | $2.56M | Buy |
51,323
+32,400
| +171% | +$1.62M | 1.63% | 20 |
|
|
2019
Q3 | $759K | Sell |
18,923
-300
| -2% | -$12K | 0.55% | 37 |
|
|
2019
Q2 | $912K | Sell |
19,223
-300
| -2% | -$14.2K | 0.66% | 33 |
|
|
2019
Q1 | $1.12M | Sell |
19,523
-100
| -0.5% | -$5.74K | 0.87% | 31 |
|
|
2018
Q4 | $967K | Sell |
19,623
-62
| -0.3% | -$3.06K | 0.83% | 32 |
|
|
2018
Q3 | $1.19M | Hold |
19,685
| – | – | 0.87% | 31 |
|
|
2018
Q2 | $1.12M | Hold |
19,685
| – | – | 0.89% | 31 |
|
|
2018
Q1 | $1.19M | Hold |
19,685
| – | – | 0.97% | 28 |
|
|
2017
Q4 | $1.41M | Hold |
19,685
| – | – | 1.14% | 26 |
|
|
2017
Q3 | $1.25M | Buy |
19,685
+1,900
| +11% | +$120K | 1.08% | 26 |
|
|
2017
Q2 | $1.33M | Sell |
17,785
-2,200
| -11% | -$164K | 1.3% | 22 |
|
|
2017
Q1 | $1.44M | Buy |
19,985
+2,062
| +12% | +$148K | 1.4% | 20 |
|
|
2016
Q4 | $1.21M | Buy |
+17,923
| New | +$1.21M | 1.32% | 28 |
|