Cassady Schiller Wealth Management’s Altria Group MO Stock Holding History

Cassady Schiller Wealth Management’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	$17.6K	Buy	337 +87	+35%	+$4.63K	0.01%	290
2024 Q3	$12.8K	Hold	250	–	–	﹤0.01%	307
2024 Q2	$11.4K	Hold	250	–	–	﹤0.01%	310
2024 Q1	$10.9K	Buy	+250	New	+$10.4K	﹤0.01%	330
2023 Q2	–	Sell	-100	Closed	-$4.46K	–	484
2023 Q1	$4.46K	Hold	100	–	–	﹤0.01%	365
2022 Q4	$4.57K	Buy	+100	New	+$4.53K	﹤0.01%	375
2022 Q1	–	Sell	-112	Closed	-$5K	–	404
2021 Q4	$5K	Buy	+112	New	+$5.13K	﹤0.01%	355

Other funds holding MO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's MO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Altria Group (MO) stake by 35% in Q4 2024, buying an estimated $4.63K and bringing the position to 337 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #290.

Cassady Schiller Wealth Management first reported a position in MO in Q4 2021 and has held it in 7 quarters since. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

Cassady Schiller Wealth Management held 337 shares of Altria Group worth $17.6K as of Q4 2024.
Cassady Schiller Wealth Management bought 87 Altria Group shares in Q4 2024, an estimated $4.63K.
Altria Group made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #290 holding.
Cassady Schiller Wealth Management first reported a position in Altria Group in Q4 2021 and has held it in 7 quarters since.
2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.