Congress Wealth Management’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 | $9.05M | Buy |
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|
2025
Q1 | $9.06M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $569K | Buy |
|
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $301K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $459K | Buy |
|
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $397K | Buy |
|