WMG Financial Advisors’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 | $339K | Sell |
5,781
-7
| -0.1% | -$410 | 0.13% | 114 |
|
|
2025
Q1 | $347K | Buy |
5,788
+4
| +0.1% | +$240 | 0.15% | 97 |
|
|
2024
Q4 | $302K | Buy |
5,784
+5
| +0.1% | +$261 | 0.13% | 113 |
|
|
2024
Q3 | $295K | Sell |
5,779
-5
| -0.1% | -$255 | 0.13% | 115 |
|
|
2024
Q2 | $263K | Buy |
5,784
+229
| +4% | +$10.4K | 0.14% | 116 |
|
|
2024
Q1 | $242K | Buy |
+5,555
| New | +$242K | 0.14% | 117 |
|