EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $477K | Buy |
7,229
+22
| +0.3% | +$1.42K | 0.13% | 144 |
|
|
2025
Q4 | $416K | Buy |
7,207
+335
| +5% | +$20.2K | 0.11% | 151 |
|
|
2025
Q3 | $454K | Buy |
6,872
+21
| +0.3% | +$1.33K | 0.13% | 148 |
|
|
2025
Q2 | $402K | Buy |
6,851
+32
| +0.5% | +$1.88K | 0.12% | 149 |
|
|
2025
Q1 | $409K | Buy |
6,819
+22
| +0.3% | +$1.2K | 0.11% | 174 |
|
|
2024
Q4 | $355K | Buy |
6,797
+64
| +1% | +$3.41K | 0.09% | 181 |
|
|
2024
Q3 | $344K | Buy |
+6,733
| New | +$340K | 0.09% | 195 |
|
|
2024
Q2 | – | Sell |
-7,189
| Closed | -$319K | – | 201 |
|
|
2024
Q1 | $314K | Sell |
7,189
-513
| -7% | -$21.3K | 0.08% | 211 |
|
|
2023
Q4 | $310K | Buy |
7,702
+51
| +0.7% | +$2.11K | 0.08% | 200 |
|
|
2023
Q3 | $322K | Buy |
7,651
+25
| +0.3% | +$1.1K | 0.1% | 183 |
|
|
2023
Q2 | $345K | Buy |
7,626
+22
| +0.3% | +$996 | 0.1% | 174 |
|
|
2023
Q1 | $339K | Buy |
7,604
+373
| +5% | +$17.1K | 0.11% | 173 |
|
|
2022
Q4 | $331K | Buy |
7,231
+25
| +0.3% | +$1.13K | 0.13% | 147 |
|
|
2022
Q3 | $291K | Buy |
7,206
+12
| +0.2% | +$523 | 0.12% | 159 |
|
|
2022
Q2 | $300K | Sell |
7,194
-1,480
| -17% | -$76.6K | 0.13% | 158 |
|
|
2022
Q1 | $453K | Buy |
8,674
+1,039
| +14% | +$52.9K | 0.16% | 121 |
|
|
2021
Q4 | $362K | Buy |
7,635
+8
| +0.1% | +$367 | 0.13% | 145 |
|
|
2021
Q3 | $347K | Buy |
7,627
+684
| +10% | +$33K | 0.14% | 143 |
|
|
2021
Q2 | $331K | Buy |
6,943
+542
| +8% | +$26.6K | 0.14% | 143 |
|
|
2021
Q1 | $327K | Buy |
6,401
+57
| +0.9% | +$2.55K | 0.16% | 135 |
|
|
2020
Q4 | $260K | Sell |
6,344
-169
| -3% | -$6.79K | 0.16% | 118 |
|
|
2020
Q3 | $252K | Buy |
6,513
+25
| +0.4% | +$1.04K | 0.19% | 105 |
|
|
2020
Q2 | $255K | Buy |
6,488
+1,388
| +27% | +$54.2K | 0.18% | 118 |
|
|
2020
Q1 | $197K | Sell |
5,100
-919
| -15% | -$40.8K | 0.14% | 124 |
|
|
2019
Q4 | $300K | Buy |
+6,019
| New | +$284K | 0.22% | 74 |
|
Other funds holding MO
VCM
VPM
