Concord Wealth Partners’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 | $617K | Buy |
9,351
+46
| +0.5% | +$2.96K | 0.08% | 139 |
|
|
2025
Q4 | $537K | Buy |
9,305
+38
| +0.4% | +$2.29K | 0.07% | 145 |
|
|
2025
Q3 | $612K | Buy |
9,267
+242
| +3% | +$15.3K | 0.08% | 143 |
|
|
2025
Q2 | $529K | Sell |
9,025
-35
| -0.4% | -$2.06K | 0.08% | 151 |
|
|
2025
Q1 | $544K | Buy |
9,060
+1,027
| +13% | +$56.1K | 0.09% | 143 |
|
|
2024
Q4 | $420K | Buy |
8,033
+1,856
| +30% | +$98.9K | 0.07% | 151 |
|
|
2024
Q3 | $315K | Buy |
6,177
+1,413
| +30% | +$71.4K | 0.05% | 168 |
|
|
2024
Q2 | $217K | Buy |
4,764
+106
| +2% | +$4.7K | 0.04% | 192 |
|
|
2024
Q1 | $203K | Sell |
4,658
-2,094
| -31% | -$86.8K | 0.04% | 210 |
|
|
2023
Q4 | $272K | Sell |
6,752
-4,460
| -40% | -$184K | 0.05% | 169 |
|
|
2023
Q3 | $471K | Sell |
11,212
-1,873
| -14% | -$82.8K | 0.1% | 126 |
|
|
2023
Q2 | $593K | Buy |
13,085
+4,498
| +52% | +$204K | 0.13% | 99 |
|
|
2023
Q1 | $383K | Sell |
8,587
-274
| -3% | -$12.6K | 0.11% | 100 |
|
|
2022
Q4 | $405K | Buy |
8,861
+1,775
| +25% | +$80.4K | 0.12% | 104 |
|
|
2022
Q3 | $286K | Buy |
7,086
+791
| +13% | +$34.5K | 0.09% | 126 |
|
|
2022
Q2 | $263K | Buy |
6,295
+1,175
| +23% | +$60.8K | 0.07% | 134 |
|
|
2022
Q1 | $268K | Buy |
5,120
+586
| +13% | +$29.8K | 0.07% | 148 |
|
|
2021
Q4 | $215K | Buy |
4,534
+1,433
| +46% | +$65.7K | 0.05% | 176 |
|
|
2021
Q3 | $141K | Sell |
3,101
-1,498
| -33% | -$72.3K | 0.06% | 108 |
|
|
2021
Q2 | $219K | Sell |
4,599
-668
| -13% | -$32.8K | 0.06% | 131 |
|
|
2021
Q1 | $269K | Buy |
5,267
+382
| +8% | +$17.1K | 0.09% | 104 |
|
|
2020
Q4 | $200K | Buy |
+4,885
| New | +$196K | 0.15% | 75 |
|
Other funds holding MO
VCM
VPM
