AE Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.1M | Sell |
471,368
-170,647
| -27% | -$11M | 0.17% | 134 |
|
|
2025
Q4 | $37M | Sell |
642,015
-18,864
| -3% | -$1.14M | 0.21% | 105 |
|
|
2025
Q3 | $43.7M | Buy |
660,879
+16,311
| +3% | +$1.03M | 0.28% | 90 |
|
|
2025
Q2 | $37.8M | Sell |
644,568
-25,391
| -4% | -$1.49M | 0.28% | 92 |
|
|
2025
Q1 | $40.2M | Buy |
669,959
+60,453
| +10% | +$3.3M | 0.34% | 77 |
|
|
2024
Q4 | $31.9M | Buy |
609,506
+25,154
| +4% | +$1.34M | 0.27% | 89 |
|
|
2024
Q3 | $29.8M | Sell |
584,352
-14,752
| -2% | -$746K | 0.27% | 95 |
|
|
2024
Q2 | $27.3M | Buy |
599,104
+281,702
| +89% | +$12.5M | 0.27% | 86 |
|
|
2024
Q1 | $13.8M | Sell |
317,402
-421,417
| -57% | -$17.5M | 0.16% | 177 |
|
|
2023
Q4 | $29.7M | Buy |
738,819
+355,896
| +93% | +$14.7M | 0.15% | 143 |
|
|
2023
Q3 | $16.1M | Buy |
382,923
+66,664
| +21% | +$2.95M | 0.1% | 232 |
|
|
2023
Q2 | $14.3M | Buy |
316,259
+118,809
| +60% | +$5.38M | 0.09% | 279 |
|
|
2023
Q1 | $8.81M | Sell |
197,450
-156,432
| -44% | -$7.19M | 0.06% | 372 |
|
|
2022
Q4 | $16.2M | Buy |
353,882
+26,024
| +8% | +$1.18M | 0.12% | 203 |
|
|
2022
Q3 | $13.2M | Buy |
327,858
+94,627
| +41% | +$4.13M | 0.11% | 204 |
|
|
2022
Q2 | $9.74M | Buy |
233,231
+37,636
| +19% | +$1.95M | 0.08% | 275 |
|
|
2022
Q1 | $10.2M | Buy |
195,595
+25,413
| +15% | +$1.29M | 0.07% | 278 |
|
|
2021
Q4 | $8.06M | Buy |
170,182
+49,339
| +41% | +$2.26M | 0.06% | 315 |
|
|
2021
Q3 | $5.5M | Buy |
120,843
+21,082
| +21% | +$1.02M | 0.05% | 361 |
|
|
2021
Q2 | $4.76M | Buy |
99,761
+6,980
| +8% | +$343K | 0.04% | 382 |
|
|
2021
Q1 | $4.75M | Sell |
92,781
-33,063
| -26% | -$1.48M | 0.05% | 322 |
|
|
2020
Q4 | $5.16M | Sell |
125,844
-1,652
| -1% | -$66.3K | 0.06% | 268 |
|
|
2020
Q3 | $4.93M | Buy |
127,496
+906
| +0.7% | +$37.7K | 0.07% | 239 |
|
|
2020
Q2 | $4.97M | Sell |
126,590
-3,559
| -3% | -$139K | 0.08% | 221 |
|
|
2020
Q1 | $5.03M | Buy |
130,149
+2,665
| +2% | +$118K | 0.12% | 163 |
|
|
2019
Q4 | $6.36M | Buy |
127,484
+5,256
| +4% | +$248K | 0.14% | 145 |
|
|
2019
Q3 | $5M | Sell |
122,228
-12,208
| -9% | -$562K | 0.14% | 141 |
|
|
2019
Q2 | $6.37M | Buy |
134,436
+56,241
| +72% | +$2.95M | 0.19% | 95 |
|
|
2019
Q1 | $4.49M | Buy |
78,195
+14,123
| +22% | +$722K | 0.31% | 70 |
|
|
2018
Q4 | $3.17M | Sell |
64,072
-17,257
| -21% | -$1,000K | 0.54% | 47 |
|
|
2018
Q3 | $4.91M | Buy |
81,329
+27,129
| +50% | +$1.61M | 0.27% | 67 |
|
|
2018
Q2 | $3.08M | Sell |
54,200
-9,895
| -15% | -$571K | 0.21% | 69 |
|
|
2018
Q1 | $3.99M | Buy |
64,095
+3,515
| +6% | +$233K | 0.31% | 57 |
|
|
2017
Q4 | $4.33M | Buy |
60,580
+7,513
| +14% | +$503K | 0.38% | 50 |
|
|
2017
Q3 | $3.37M | Buy |
53,067
+7,471
| +16% | +$498K | 0.31% | 54 |
|
|
2017
Q2 | $3.4M | Buy |
45,596
+3,041
| +7% | +$222K | 0.41% | 49 |
|
|
2017
Q1 | $3.04M | Buy |
42,555
+13,861
| +48% | +$1M | 0.56% | 36 |
|
|
2016
Q4 | $1.94M | Buy |
+28,694
| New | +$1.85M | 0.79% | 23 |
|
Other funds holding MO
VCM
VPM
