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WR Wealth Planners’s Altria Group MO Stock Holding History

WR Wealth Planners’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$103K Buy
1,979
+29
+1% +$1.54K 0.03% 232
2024
Q3 		$99.5K Buy
1,950
+62
+3% +$3.13K 0.03% 264
2024
Q2 		$86K Buy
1,888
+52
+3% +$2.31K 0.03% 265
2024
Q1 		$80.1K Buy
+1,836
New +$76.1K 0.02% 277
2023
Q4 		– Sell
-1,719
Closed -$72.3K – 596
2023
Q3 		$72.3K Sell
1,719
-5
-0.3% -$221 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% +$24K 0.03% 272
2022
Q4 		$53.9K Buy
1,179
+23
+2% +$1.04K 0.03% 168
2022
Q3 		$46.7K Buy
1,156
+22
+2% +$960 0.03% 168
2022
Q2 		$47.4K Sell
1,134
-208
-15% -$10.8K 0.03% 176
2022
Q1 		$70.1K Buy
+1,342
New +$68.4K 0.04% 153

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's MO Position: Q4 2024 in Review

WR Wealth Planners increased its Altria Group (MO) stake by 1.5% in Q4 2024, buying an estimated $1.54K and bringing the position to 1,979 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #232.

WR Wealth Planners first reported a position in MO in Q1 2022 and has held it in 11 quarters since. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • WR Wealth Planners held 1,979 shares of Altria Group worth $103K as of Q4 2024.
  • WR Wealth Planners bought 29 Altria Group shares in Q4 2024, an estimated $1.54K.
  • Altria Group made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #232 holding.
  • WR Wealth Planners first reported a position in Altria Group in Q1 2022 and has held it in 11 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.