WMS Partners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $492K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $253K | Sell |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $295K | Buy |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $247K | Hold |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $330K | Hold |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $368K | Sell |
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|
2019
Q2 | $484K | Sell |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $977K | Buy |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.6M | Buy |
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|
2017
Q2 | $1.85M | Sell |
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|
2017
Q1 | $1.79M | Sell |
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|
2016
Q4 | $1.7M | Sell |
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|
2016
Q3 | $1.67M | Sell |
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|
2016
Q2 | $1.84M | Buy |
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|
2016
Q1 | $1.65M | Sell |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $2.24M | Sell |
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|
2015
Q1 | $2.31M | Buy |
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|
2014
Q4 | $1.47M | Buy |
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|
2014
Q3 | $1.12M | Hold |
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|
2014
Q2 | $1.02M | Sell |
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|
2014
Q1 | $970K | Sell |
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|
2013
Q4 | $1.21M | Buy |
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|
2013
Q3 | $569K | Buy |
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|
2013
Q2 | $532K | Buy |
|