WR Wealth Planners’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $103K | Buy |
1,979
+29
| +1% | +$1.52K | 0.03% | 232 |
|
|
2024
Q3 | $99.5K | Buy |
1,950
+62
| +3% | +$3.16K | 0.03% | 264 |
|
|
2024
Q2 | $86K | Buy |
1,888
+52
| +3% | +$2.37K | 0.03% | 265 |
|
|
2024
Q1 | $80.1K | Buy |
+1,836
| New | +$80.1K | 0.02% | 277 |
|
|
2023
Q4 | – | Sell |
-1,719
| Closed | -$72.3K | – | 597 |
|
|
2023
Q3 | $72.3K | Sell |
1,719
-5
| -0.3% | -$210 | 0.03% | 279 |
|
|
2023
Q2 | $78.1K | Buy |
1,724
+23
| +1% | +$1.04K | 0.03% | 271 |
|
|
2023
Q1 | $75.9K | Buy |
1,701
+522
| +44% | +$23.3K | 0.03% | 272 |
|
|
2022
Q4 | $53.9K | Buy |
1,179
+23
| +2% | +$1.05K | 0.03% | 168 |
|
|
2022
Q3 | $46.7K | Buy |
1,156
+22
| +2% | +$888 | 0.03% | 168 |
|
|
2022
Q2 | $47.4K | Sell |
1,134
-208
| -15% | -$8.69K | 0.03% | 176 |
|
|
2022
Q1 | $70.1K | Buy |
+1,342
| New | +$70.1K | 0.04% | 153 |
|