Wolff Financial Management’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 | $840K | Buy |
14,325
+103
| +0.7% | +$6.04K | 0.22% | 45 |
|
|
2025
Q1 | $854K | Buy |
14,222
+2
| +0% | +$120 | 0.24% | 46 |
|
|
2024
Q4 | $744K | Buy |
14,220
+3
| +0% | +$157 | 0.21% | 49 |
|
|
2024
Q3 | $726K | Buy |
14,217
+3
| +0% | +$153 | 0.2% | 50 |
|
|
2024
Q2 | $647K | Buy |
14,214
+2
| +0% | +$91 | 0.48% | 24 |
|
|
2024
Q1 | $620K | Buy |
14,212
+3
| +0% | +$131 | 0.18% | 57 |
|
|
2023
Q4 | $573K | Buy |
14,209
+3
| +0% | +$121 | 0.18% | 59 |
|
|
2023
Q3 | $597K | Buy |
14,206
+3
| +0% | +$126 | 0.2% | 55 |
|
|
2023
Q2 | $643K | Buy |
14,203
+2
| +0% | +$91 | 0.56% | 21 |
|
|
2023
Q1 | $634K | Buy |
14,201
+2
| +0% | +$89 | 0.22% | 56 |
|
|
2022
Q4 | $649K | Buy |
14,199
+3
| +0% | +$137 | 0.24% | 57 |
|
|
2022
Q3 | $573K | Buy |
14,196
+2
| +0% | +$81 | 0.26% | 56 |
|
|
2022
Q2 | $593K | Buy |
14,194
+176
| +1% | +$7.35K | 0.26% | 56 |
|
|
2022
Q1 | $732K | Sell |
14,018
-173
| -1% | -$9.03K | 0.29% | 54 |
|
|
2021
Q4 | $672K | Buy |
14,191
+2
| +0% | +$95 | 0.25% | 59 |
|
|
2021
Q3 | $646K | Buy |
+14,189
| New | +$646K | 0.56% | 19 |
|
|
2021
Q1 | $726K | Buy |
14,185
+2
| +0% | +$102 | 0.33% | 49 |
|
|
2020
Q4 | $582K | Buy |
14,183
+2
| +0% | +$82 | 0.31% | 53 |
|
|
2020
Q3 | $548K | Sell |
14,181
-81
| -0.6% | -$3.13K | 0.33% | 51 |
|
|
2020
Q2 | $560K | Buy |
14,262
+3
| +0% | +$118 | 0.36% | 51 |
|
|
2020
Q1 | $551K | Buy |
14,259
+4
| +0% | +$155 | 0.42% | 47 |
|
|
2019
Q4 | $712K | Buy |
14,255
+3
| +0% | +$150 | 0.47% | 43 |
|
|
2019
Q3 | $583K | Sell |
14,252
-348
| -2% | -$14.2K | 0.43% | 46 |
|
|
2019
Q2 | $691K | Buy |
14,600
+2
| +0% | +$95 | 0.53% | 40 |
|
|
2019
Q1 | $838K | Buy |
14,598
+3
| +0% | +$172 | 0.7% | 31 |
|
|
2018
Q4 | $721K | Buy |
+14,595
| New | +$721K | 0.7% | 32 |
|