Congress 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 | $9.05M | Buy |
154,334
+2,183
| +1% | +$128K | 0.09% | 268 |
|
|
2025
Q1 | $9.06M | Buy |
152,151
+126,583
| +495% | +$7.54M | 0.11% | 226 |
|
|
2024
Q4 | $1.34M | Buy |
25,568
+748
| +3% | +$39.1K | 0.02% | 472 |
|
|
2024
Q3 | $1.27M | Buy |
24,820
+12,319
| +99% | +$629K | 0.02% | 484 |
|
|
2024
Q2 | $569K | Buy |
12,501
+5,467
| +78% | +$249K | 0.01% | 517 |
|
|
2024
Q1 | $307K | Sell |
7,034
-5,255
| -43% | -$229K | 0.01% | 504 |
|
|
2023
Q4 | $496K | Buy |
12,289
+5,129
| +72% | +$207K | 0.01% | 465 |
|
|
2023
Q3 | $301K | Buy |
7,160
+263
| +4% | +$11.1K | 0.01% | 522 |
|
|
2023
Q2 | $312K | Sell |
6,897
-3,378
| -33% | -$153K | 0.01% | 479 |
|
|
2023
Q1 | $459K | Buy |
10,275
+557
| +6% | +$24.9K | 0.01% | 428 |
|
|
2022
Q4 | $444K | Buy |
9,718
+954
| +11% | +$43.6K | 0.01% | 422 |
|
|
2022
Q3 | $354K | Buy |
8,764
+3,804
| +77% | +$154K | 0.01% | 445 |
|
|
2022
Q2 | $207K | Sell |
4,960
-2,157
| -30% | -$90K | 0.01% | 533 |
|
|
2022
Q1 | $372K | Sell |
7,117
-1,267
| -15% | -$66.2K | 0.01% | 476 |
|
|
2021
Q4 | $397K | Buy |
+8,384
| New | +$397K | 0.01% | 491 |
|