Gleason Group’s Altria Group MO Stock Holding History

Gleason Group’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.92K	Buy	+124	New	+$8.65K	﹤0.01%	236
2023 Q4	–	Sell	-591	Closed	-$24.9K	–	230
2023 Q3	$24.9K	Buy	591 +11	+2%	+$486	0.01%	144
2023 Q2	$26.3K	Buy	580 +12	+2%	+$544	0.01%	139
2023 Q1	$25.4K	Buy	568 +11	+2%	+$506	0.01%	136
2022 Q4	$25.5K	Buy	557 +12	+2%	+$544	0.01%	136
2022 Q3	$22K	Buy	545 +12	+2%	+$523	0.01%	140
2022 Q2	$22K	Buy	533 +8	+2%	+$414	0.01%	143
2022 Q1	$27K	Buy	525 +10	+2%	+$509	0.01%	141
2021 Q4	$24K	Buy	515 +9	+2%	+$412	0.01%	135
2021 Q3	$23K	Buy	506 +10	+2%	+$483	0.01%	137
2021 Q2	$24K	Buy	496 +9	+2%	+$442	0.01%	134
2021 Q1	$25K	Buy	487 +10	+2%	+$448	0.01%	123
2020 Q4	$20K	Sell	477 -1,243	-72%	-$49.9K	0.01%	126
2020 Q3	$66K	Sell	1,720 -110	-6%	-$4.58K	0.04%	80
2020 Q2	$72K	Buy	1,830 +36	+2%	+$1.41K	0.04%	74
2020 Q1	$69K	Sell	1,794 -258	-13%	-$11.4K	0.05%	70
2019 Q4	$102K	Buy	+2,052	New	+$96.8K	0.06%	72

Other funds holding MO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return