AllSquare 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.6K | Hold |
645
| – | – | 0.02% | 248 |
|
|
2025
Q2 | $37.8K | Hold |
645
| – | – | 0.02% | 254 |
|
|
2025
Q1 | $38.7K | Hold |
645
| – | – | 0.02% | 240 |
|
|
2024
Q4 | $33.7K | Hold |
645
| – | – | 0.02% | 250 |
|
|
2024
Q3 | $32.9K | Hold |
645
| – | – | 0.02% | 258 |
|
|
2024
Q2 | $29.4K | Hold |
645
| – | – | 0.02% | 264 |
|
|
2024
Q1 | $28.1K | Hold |
645
| – | – | 0.02% | 261 |
|
|
2023
Q4 | $26K | Sell |
645
-56
| -8% | -$2.32K | 0.02% | 268 |
|
|
2023
Q3 | $29.5K | Hold |
701
| – | – | 0.02% | 260 |
|
|
2023
Q2 | $31.1K | Hold |
701
| – | – | 0.02% | 264 |
|
|
2023
Q1 | $31.3K | Hold |
701
| – | – | 0.02% | 264 |
|
|
2022
Q4 | $32K | Hold |
701
| – | – | 0.02% | 244 |
|
|
2022
Q3 | $28K | Hold |
701
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $29K | Hold |
701
| – | – | 0.02% | 256 |
|
|
2022
Q1 | $37K | Buy |
701
+56
| +9% | +$2.85K | 0.02% | 255 |
|
|
2021
Q4 | $31K | Hold |
645
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $29K | Hold |
645
| – | – | 0.02% | 280 |
|
|
2021
Q2 | $31K | Hold |
645
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $33K | Hold |
645
| – | – | 0.02% | 273 |
|
|
2020
Q4 | $26K | Hold |
645
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $25K | Hold |
645
| – | – | 0.02% | 253 |
|
|
2020
Q2 | $25K | Hold |
645
| – | – | 0.02% | 248 |
|
|
2020
Q1 | $25K | Hold |
645
| – | – | 0.02% | 228 |
|
|
2019
Q4 | $32K | Sell |
645
-275
| -30% | -$13K | 0.02% | 228 |
|
|
2019
Q3 | $38K | Sell |
920
-260
| -22% | -$12K | 0.03% | 214 |
|
|
2019
Q2 | $56K | Hold |
1,180
| – | – | 0.04% | 174 |
|
|
2019
Q1 | $68K | Buy |
1,180
+550
| +87% | +$28.1K | 0.05% | 154 |
|
|
2018
Q4 | $31K | Hold |
630
| – | – | 0.03% | 215 |
|
|
2018
Q3 | $38K | Hold |
630
| – | – | 0.03% | 197 |
|
|
2018
Q2 | $36K | Buy |
630
+530
| +530% | +$30.6K | 0.03% | 209 |
|
|
2018
Q1 | $6K | Sell |
100
-39
| -28% | -$2.58K | ﹤0.01% | 315 |
|
|
2017
Q4 | $10K | Hold |
139
| – | – | 0.01% | 285 |
|
|
2017
Q3 | $9K | Hold |
139
| – | – | 0.01% | 271 |
|
|
2017
Q2 | $10K | Hold |
139
| – | – | 0.01% | 133 |
|
|
2017
Q1 | $10K | Hold |
139
| – | – | 0.01% | 261 |
|
|
2016
Q4 | $9K | Sell |
139
-25
| -15% | -$1.61K | 0.01% | 238 |
|
|
2016
Q3 | $10K | Buy |
164
+25
| +18% | +$1.66K | 0.01% | 218 |
|
|
2016
Q2 | $10K | Sell |
139
-39
| -22% | -$2.5K | 0.01% | 209 |
|
|
2016
Q1 | $11K | Hold |
178
| – | – | 0.01% | 205 |
|
|
2015
Q4 | $10K | Sell |
178
-39
| -18% | -$2.26K | 0.01% | 210 |
|
|
2015
Q3 | $12K | Hold |
217
| – | – | 0.01% | 214 |
|
|
2015
Q2 | $11K | Hold |
217
| – | – | 0.01% | 221 |
|
|
2015
Q1 | $11K | Hold |
217
| – | – | 0.01% | 222 |
|
|
2014
Q4 | $11K | Buy |
+217
| New | +$10.6K | 0.01% | 222 |
|
Other funds holding MO
AllSquare Wealth Management's MO Position: Q3 2025 in Review
AllSquare Wealth Management held its Altria Group (MO) position steady in Q3 2025 at 645 shares worth $42.6K. The position accounts for 0.02% of the portfolio, ranked #248.
AllSquare Wealth Management first reported a position in MO in Q4 2014 and has held it in 44 quarters since. The position peaked at $68K in Q1 2019. 2,350 funds tracked by Wall St. Rank hold MO as of Q3 2025.
- AllSquare Wealth Management held 645 shares of Altria Group worth $42.6K as of Q3 2025.
- AllSquare Wealth Management left its Altria Group share count unchanged in Q3 2025.
- Altria Group made up 0.02% of AllSquare Wealth Management's portfolio in Q3 2025, its #248 holding.
- AllSquare Wealth Management first reported a position in Altria Group in Q4 2014 and has held it in 44 quarters since.
- AllSquare Wealth Management's Altria Group position peaked at $68K in Q1 2019.
- 2,350 funds tracked by Wall St. Rank held Altria Group as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.