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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Sell |
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|
2025
Q1 | $544K | Buy |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $315K | Buy |
|
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $203K | Sell |
|
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $593K | Buy |
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|
2023
Q1 | $383K | Sell |
|
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|
2022
Q4 | $405K | Buy |
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|
2022
Q3 | $286K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | $141K | Sell |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $200K | Buy |
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