XWM
Xcel Wealth Management’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
7,468
+2,784
| +59% | +$163K | 0.12% | 98 |
|
|
2025
Q1 | $281K | Buy |
4,684
+100
| +2% | +$6K | 0.09% | 116 |
|
|
2024
Q4 | $240K | Buy |
4,584
+16
| +0.4% | +$837 | 0.07% | 121 |
|
|
2024
Q3 | $233K | Buy |
+4,568
| New | +$233K | 0.07% | 118 |
|
|
2023
Q3 | – | Sell |
-9,638
| Closed | -$437K | – | 123 |
|
|
2023
Q2 | $437K | Sell |
9,638
-50
| -0.5% | -$2.27K | 0.14% | 94 |
|
|
2023
Q1 | $432K | Buy |
9,688
+1,025
| +12% | +$45.7K | 0.15% | 92 |
|
|
2022
Q4 | $396K | Hold |
8,663
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $350K | Buy |
8,663
+300
| +4% | +$12.1K | 0.13% | 95 |
|
|
2022
Q2 | $349K | Buy |
8,363
+1,859
| +29% | +$77.6K | 0.13% | 93 |
|
|
2022
Q1 | $340K | Buy |
6,504
+1,095
| +20% | +$57.2K | 0.09% | 116 |
|
|
2021
Q4 | $256K | Buy |
+5,409
| New | +$256K | 0.07% | 131 |
|