Cedar Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
94,920
-4,522
| -5% | -$265K | 1.88% | 11 |
|
|
2025
Q1 | $5.97M | Sell |
99,442
-18,182
| -15% | -$1.09M | 2.12% | 10 |
|
|
2024
Q4 | $6.15M | Sell |
117,624
-13,635
| -10% | -$713K | 2.22% | 10 |
|
|
2024
Q3 | $6.7M | Sell |
131,259
-12,587
| -9% | -$642K | 2.08% | 9 |
|
|
2024
Q2 | $6.55M | Sell |
143,846
-21,863
| -13% | -$996K | 2.13% | 9 |
|
|
2024
Q1 | $7.23M | Sell |
165,709
-37,479
| -18% | -$1.63M | 2.38% | 9 |
|
|
2023
Q4 | $8.2M | Sell |
203,188
-2,616
| -1% | -$106K | 2.98% | 8 |
|
|
2023
Q3 | $8.65M | Sell |
205,804
-6,681
| -3% | -$281K | 3.42% | 6 |
|
|
2023
Q2 | $9.63M | Sell |
212,485
-3,504
| -2% | -$159K | 3.72% | 6 |
|
|
2023
Q1 | $9.64M | Sell |
215,989
-7,524
| -3% | -$336K | 3.94% | 6 |
|
|
2022
Q4 | $10.2M | Sell |
223,513
-5,504
| -2% | -$252K | 5.04% | 5 |
|
|
2022
Q3 | $9.25M | Sell |
229,017
-2,485
| -1% | -$100K | 4.6% | 4 |
|
|
2022
Q2 | $9.67M | Buy |
231,502
+24,736
| +12% | +$1.03M | 4.43% | 4 |
|
|
2022
Q1 | $10.8M | Sell |
206,766
-2,960
| -1% | -$155K | 4.37% | 4 |
|
|
2021
Q4 | $9.94M | Sell |
209,726
-3,480
| -2% | -$165K | 4.01% | 4 |
|
|
2021
Q3 | $9.71M | Sell |
213,206
-3,921
| -2% | -$178K | 4.32% | 5 |
|
|
2021
Q2 | $10.4M | Sell |
217,127
-40,863
| -16% | -$1.95M | 4.67% | 4 |
|
|
2021
Q1 | $13.2M | Sell |
257,990
-80,893
| -24% | -$4.14M | 6.57% | 3 |
|
|
2020
Q4 | $13.9M | Sell |
338,883
-7,477
| -2% | -$307K | 7.46% | 3 |
|
|
2020
Q3 | $13.4M | Hold |
346,360
| – | – | 8.32% | 3 |
|
|
2020
Q2 | $13.6M | Sell |
346,360
-13,601
| -4% | -$534K | 9.17% | 3 |
|
|
2020
Q1 | $13.9M | Sell |
359,961
-51,178
| -12% | -$1.98M | 9.4% | 3 |
|
|
2019
Q4 | $20.5M | Sell |
411,139
-5,456
| -1% | -$272K | 12.13% | 3 |
|
|
2019
Q3 | $17M | Sell |
416,595
-13,473
| -3% | -$551K | 11.41% | 3 |
|
|
2019
Q2 | $20.4M | Buy |
430,068
+1,590
| +0.4% | +$75.3K | 13.17% | 3 |
|
|
2019
Q1 | $24.6M | Sell |
428,478
-24,100
| -5% | -$1.38M | 15.41% | 3 |
|
|
2018
Q4 | $22.4M | Sell |
452,578
-120,606
| -21% | -$5.96M | 16.07% | 3 |
|
|
2018
Q3 | $34.6M | Hold |
573,184
| – | – | 18.17% | 2 |
|
|
2018
Q2 | $32.6M | Buy |
573,184
+120,606
| +27% | +$6.85M | 18.26% | 2 |
|
|
2018
Q1 | $28.2M | Hold |
452,578
| – | – | 17.45% | 3 |
|
|
2017
Q4 | $32.3M | Sell |
452,578
-22,110
| -5% | -$1.58M | 19.25% | 2 |
|
|
2017
Q3 | $30.1M | Buy |
474,688
+32,603
| +7% | +$2.07M | 17.86% | 2 |
|
|
2017
Q2 | $32.9M | Sell |
442,085
-73,519
| -14% | -$5.47M | 21.44% | 2 |
|
|
2017
Q1 | $36.8M | Sell |
515,604
-24,150
| -4% | -$1.72M | 22.57% | 2 |
|
|
2016
Q4 | $36.5M | Sell |
539,754
-17,450
| -3% | -$1.18M | 24.94% | 2 |
|
|
2016
Q3 | $35.2M | Sell |
557,204
-19,370
| -3% | -$1.22M | 24.18% | 2 |
|
|
2016
Q2 | $39.8M | Sell |
576,574
-20,000
| -3% | -$1.38M | 25.39% | 2 |
|
|
2016
Q1 | $37.4M | Buy |
596,574
+38,819
| +7% | +$2.43M | 25.75% | 2 |
|
|
2015
Q4 | $32.5M | Buy |
+557,755
| New | +$32.5M | 27.51% | 2 |
|