Cumberland Partners’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 | $1.09M | Buy |
+18,650
| New | +$1.09M | 0.08% | 132 |
|
|
2021
Q3 | – | Sell |
-34,400
| Closed | -$1.64M | – | 199 |
|
|
2021
Q2 | $1.64M | Sell |
34,400
-200
| -0.6% | -$9.54K | 0.13% | 107 |
|
|
2021
Q1 | $1.77M | Sell |
34,600
-675
| -2% | -$34.5K | 0.15% | 98 |
|
|
2020
Q4 | $1.45M | Sell |
35,275
-25
| -0.1% | -$1.03K | 0.13% | 101 |
|
|
2020
Q3 | $1.36M | Buy |
+35,300
| New | +$1.36M | 0.14% | 88 |
|
|
2020
Q2 | – | Sell |
-10,237
| Closed | -$396K | – | 167 |
|
|
2020
Q1 | $396K | Buy |
10,237
+500
| +5% | +$19.3K | 0.05% | 136 |
|
|
2019
Q4 | $486K | Buy |
+9,737
| New | +$486K | 0.04% | 137 |
|
|
2019
Q3 | – | Sell |
-16,841
| Closed | -$798K | – | 169 |
|
|
2019
Q2 | $798K | Buy |
16,841
+500
| +3% | +$23.7K | 0.08% | 117 |
|
|
2019
Q1 | $938K | Sell |
16,341
-160
| -1% | -$9.18K | 0.09% | 105 |
|
|
2018
Q4 | $815K | Buy |
16,501
+1,130
| +7% | +$55.8K | 0.09% | 105 |
|
|
2018
Q3 | $927K | Hold |
15,371
| – | – | 0.09% | 113 |
|
|
2018
Q2 | $873K | Buy |
+15,371
| New | +$873K | 0.09% | 112 |
|