WP 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 | $2.02M | Buy |
34,470
+721
| +2% | +$42.3K | 0.56% | 32 |
|
|
2025
Q1 | $2.03M | Buy |
33,749
+1,327
| +4% | +$79.6K | 0.67% | 31 |
|
|
2024
Q4 | $1.7M | Buy |
32,422
+629
| +2% | +$32.9K | 0.56% | 32 |
|
|
2024
Q3 | $1.62M | Sell |
31,793
-1,972
| -6% | -$101K | 0.59% | 36 |
|
|
2024
Q2 | $1.54M | Buy |
33,765
+502
| +2% | +$22.9K | 0.49% | 41 |
|
|
2024
Q1 | $1.45M | Buy |
33,263
+4,111
| +14% | +$179K | 0.48% | 44 |
|
|
2023
Q4 | $1.18M | Buy |
29,152
+372
| +1% | +$15K | 0.44% | 47 |
|
|
2023
Q3 | $1.21M | Buy |
28,780
+211
| +0.7% | +$8.87K | 0.5% | 44 |
|
|
2023
Q2 | $1.29M | Sell |
28,569
-1,002
| -3% | -$45.4K | 0.52% | 42 |
|
|
2023
Q1 | $1.32M | Sell |
29,571
-291
| -1% | -$13K | 0.54% | 41 |
|
|
2022
Q4 | $1.37M | Buy |
29,862
+255
| +0.9% | +$11.7K | 0.61% | 38 |
|
|
2022
Q3 | $1.2M | Buy |
29,607
+1,232
| +4% | +$49.8K | 0.54% | 39 |
|
|
2022
Q2 | $1.19M | Buy |
28,375
+325
| +1% | +$13.6K | 0.52% | 41 |
|
|
2022
Q1 | $1.47M | Sell |
28,050
-1,027
| -4% | -$53.7K | 0.6% | 39 |
|
|
2021
Q4 | $1.38M | Sell |
29,077
-2,632
| -8% | -$125K | 0.57% | 40 |
|
|
2021
Q3 | $1.44M | Buy |
31,709
+1,225
| +4% | +$55.7K | 0.59% | 35 |
|
|
2021
Q2 | $1.45M | Buy |
30,484
+2,565
| +9% | +$122K | 0.61% | 31 |
|
|
2021
Q1 | $1.43M | Buy |
27,919
+10,638
| +62% | +$544K | 0.62% | 31 |
|
|
2020
Q4 | $709K | Buy |
17,281
+46
| +0.3% | +$1.89K | 0.34% | 45 |
|
|
2020
Q3 | $666K | Sell |
17,235
-1,399
| -8% | -$54.1K | 0.4% | 42 |
|
|
2020
Q2 | $731K | Buy |
18,634
+82
| +0.4% | +$3.22K | 0.51% | 30 |
|
|
2020
Q1 | $717K | Buy |
18,552
+1,217
| +7% | +$47K | 0.7% | 21 |
|
|
2019
Q4 | $865K | Buy |
17,335
+882
| +5% | +$44K | 0.89% | 22 |
|
|
2019
Q3 | $673K | Buy |
16,453
+1,335
| +9% | +$54.6K | 0.77% | 22 |
|
|
2019
Q2 | $716K | Buy |
15,118
+991
| +7% | +$46.9K | 0.8% | 22 |
|
|
2019
Q1 | $8.11K | Sell |
14,127
-295
| -2% | -$169 | 0.88% | 19 |
|
|
2018
Q4 | $712K | Buy |
14,422
+80
| +0.6% | +$3.95K | 0.7% | 26 |
|
|
2018
Q3 | $865K | Buy |
14,342
+244
| +2% | +$14.7K | 0.81% | 20 |
|
|
2018
Q2 | $801K | Buy |
14,098
+2,316
| +20% | +$132K | 0.76% | 19 |
|
|
2018
Q1 | $734K | Sell |
11,782
-870
| -7% | -$54.2K | 0.79% | 21 |
|
|
2017
Q4 | $903K | Buy |
12,652
+105
| +0.8% | +$7.49K | 0.87% | 21 |
|
|
2017
Q3 | $796K | Sell |
12,547
-12
| -0.1% | -$761 | 0.6% | 31 |
|
|
2017
Q2 | $935K | Sell |
12,559
-1,920
| -13% | -$143K | 0.68% | 31 |
|
|
2017
Q1 | $1.03M | Buy |
14,479
+3,520
| +32% | +$251K | 0.65% | 33 |
|
|
2016
Q4 | $741K | Buy |
+10,959
| New | +$741K | 0.52% | 33 |
|