Buckingham Strategic Wealth’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.41M | Buy |
31,049
+2,627
| +9% | +$117K | 0.01% | 282 |
|
|
2024
Q1 | $1.24M | Sell |
28,422
-27,903
| -50% | -$1.16M | 0.01% | 298 |
|
|
2023
Q4 | $2.27M | Sell |
56,325
-13,437
| -19% | -$556K | 0.03% | 222 |
|
|
2023
Q3 | $2.93M | Sell |
69,762
-4,230
| -6% | -$187K | 0.04% | 177 |
|
|
2023
Q2 | $3.35M | Buy |
73,992
+43,514
| +143% | +$1.97M | 0.05% | 164 |
|
|
2023
Q1 | $1.39M | Hold |
30,478
| – | – | 0.03% | 227 |
|
|
2022
Q4 | $1.39M | Sell |
30,478
-5,406
| -15% | -$245K | 0.03% | 228 |
|
|
2022
Q3 | $1.45M | Sell |
35,884
-2,253
| -6% | -$98.3K | 0.03% | 213 |
|
|
2022
Q2 | $1.59M | Buy |
38,137
+3,489
| +10% | +$181K | 0.03% | 201 |
|
|
2022
Q1 | $1.81M | Buy |
34,648
+344
| +1% | +$17.5K | 0.04% | 189 |
|
|
2021
Q4 | $1.63M | Sell |
34,304
-876
| -2% | -$40.1K | 0.03% | 211 |
|
|
2021
Q3 | $1.6M | Buy |
35,180
+5,070
| +17% | +$245K | 0.03% | 201 |
|
|
2021
Q2 | $1.44M | Sell |
30,110
-3,343
| -10% | -$164K | 0.03% | 214 |
|
|
2021
Q1 | $1.71M | Sell |
33,453
-3,189
| -9% | -$143K | 0.08% | 165 |
|
|
2020
Q4 | $1.5M | Buy |
36,642
+10,724
| +41% | +$431K | 0.08% | 180 |
|
|
2020
Q3 | $1M | Sell |
25,918
-19
| -0.1% | -$791 | 0.08% | 181 |
|
|
2020
Q2 | $1.02M | Sell |
25,937
-3,877
| -13% | -$151K | 0.1% | 149 |
|
|
2020
Q1 | $1.15M | Sell |
29,814
-4,886
| -14% | -$217K | 0.11% | 145 |
|
|
2019
Q4 | $1.73M | Buy |
34,700
+2,313
| +7% | +$109K | 0.17% | 102 |
|
|
2019
Q3 | $1.32M | Buy |
32,387
+1,835
| +6% | +$84.4K | 0.14% | 115 |
|
|
2019
Q2 | $1.45M | Buy |
30,552
+4,884
| +19% | +$256K | 0.16% | 110 |
|
|
2019
Q1 | $1.47M | Buy |
25,668
+502
| +2% | +$25.7K | 0.19% | 100 |
|
|
2018
Q4 | $1.24M | Sell |
25,166
-896
| -3% | -$51.9K | 0.19% | 99 |
|
|
2018
Q3 | $1.57M | Sell |
26,062
-333
| -1% | -$19.8K | 0.24% | 90 |
|
|
2018
Q2 | $1.5M | Buy |
26,395
+3,695
| +16% | +$213K | 0.24% | 92 |
|
|
2018
Q1 | $1.42M | Buy |
22,700
+2,217
| +11% | +$147K | 0.28% | 83 |
|
|
2017
Q4 | $1.46M | Buy |
20,483
+3,375
| +20% | +$226K | 0.31% | 79 |
|
|
2017
Q3 | $1.08M | Sell |
17,108
-618
| -3% | -$41.2K | 0.26% | 90 |
|
|
2017
Q2 | $1.32M | Buy |
17,726
+7,249
| +69% | +$530K | 0.31% | 76 |
|
|
2017
Q1 | $748K | Buy |
10,477
+2,157
| +26% | +$156K | 0.22% | 93 |
|
|
2016
Q4 | $563K | Buy |
8,320
+2,603
| +46% | +$168K | 0.18% | 109 |
|
|
2016
Q3 | $361K | Sell |
5,717
-99
| -2% | -$6.58K | 0.12% | 135 |
|
|
2016
Q2 | $401K | Buy |
5,816
+1,184
| +26% | +$75.8K | 0.14% | 125 |
|
|
2016
Q1 | $290K | Buy |
4,632
+545
| +13% | +$33K | 0.1% | 154 |
|
|
2015
Q4 | $238K | Sell |
4,087
-246
| -6% | -$14.3K | 0.08% | 168 |
|
|
2015
Q3 | $236K | Buy |
+4,333
| New | +$232K | 0.08% | 170 |
|
Other funds holding MO
Buckingham Strategic Wealth's MO Position: Q2 2024 in Review
Buckingham Strategic Wealth increased its Altria Group (MO) stake by 9.2% in Q2 2024, buying an estimated $117K and bringing the position to 31,049 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #282.
Buckingham Strategic Wealth first reported a position in MO in Q3 2015 and has held it in 36 quarters since. The position peaked at $3.35M in Q2 2023. 1,913 funds tracked by Wall St. Rank hold MO as of Q2 2024.
- Buckingham Strategic Wealth held 31,049 shares of Altria Group worth $1.41M as of Q2 2024.
- Buckingham Strategic Wealth bought 2,627 Altria Group shares in Q2 2024, an estimated $117K.
- Altria Group made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #282 holding.
- Buckingham Strategic Wealth first reported a position in Altria Group in Q3 2015 and has held it in 36 quarters since.
- Buckingham Strategic Wealth's Altria Group position peaked at $3.35M in Q2 2023.
- 1,913 funds tracked by Wall St. Rank held Altria Group as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.