IFG Advisors’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 | $563K | Hold |
8,525
| – | – | 0.09% | 88 |
|
|
2025
Q4 | $492K | Hold |
8,525
| – | – | 0.08% | 91 |
|
|
2025
Q3 | $563K | Hold |
8,525
| – | – | 0.09% | 85 |
|
|
2025
Q2 | $500K | Hold |
8,525
| – | – | 0.08% | 89 |
|
|
2025
Q1 | $512K | Hold |
8,525
| – | – | 0.1% | 79 |
|
|
2024
Q4 | $446K | Hold |
8,525
| – | – | 0.09% | 92 |
|
|
2024
Q3 | $435K | Hold |
8,525
| – | – | 0.09% | 84 |
|
|
2024
Q2 | $388K | Hold |
8,525
| – | – | 0.09% | 87 |
|
|
2024
Q1 | $372K | Hold |
8,525
| – | – | 0.1% | 86 |
|
|
2023
Q4 | $344K | Hold |
8,525
| – | – | 0.1% | 88 |
|
|
2023
Q3 | $358K | Hold |
8,525
| – | – | 0.13% | 81 |
|
|
2023
Q2 | $386K | Hold |
8,525
| – | – | 0.14% | 79 |
|
|
2023
Q1 | $380K | Hold |
8,525
| – | – | 0.15% | 77 |
|
|
2022
Q4 | $390K | Sell |
8,525
-317
| -4% | -$14.4K | 0.17% | 75 |
|
|
2022
Q3 | $357K | Buy |
8,842
+47
| +0.5% | +$2.05K | 0.18% | 74 |
|
|
2022
Q2 | $367K | Buy |
8,795
+270
| +3% | +$14K | 0.19% | 69 |
|
|
2022
Q1 | $445K | Buy |
8,525
+50
| +0.6% | +$2.55K | 0.2% | 71 |
|
|
2021
Q4 | $402K | Hold |
8,475
| – | – | 0.17% | 73 |
|
|
2021
Q3 | $386K | Hold |
8,475
| – | – | 0.18% | 71 |
|
|
2021
Q2 | $404K | Buy |
8,475
+150
| +2% | +$7.37K | 0.19% | 68 |
|
|
2021
Q1 | $426K | Hold |
8,325
| – | – | 0.23% | 55 |
|
|
2020
Q4 | $341K | Hold |
8,325
| – | – | 0.21% | 59 |
|
|
2020
Q3 | $322K | Hold |
8,325
| – | – | 0.23% | 63 |
|
|
2020
Q2 | $327K | Hold |
8,325
| – | – | 0.26% | 54 |
|
|
2020
Q1 | $322K | Sell |
8,325
-380
| -4% | -$16.9K | 0.32% | 51 |
|
|
2019
Q4 | $434K | Hold |
8,705
| – | – | 0.36% | 30 |
|
|
2019
Q3 | $356K | Buy |
+8,705
| New | +$400K | 0.33% | 34 |
|
Other funds holding MO
VCM
VPM
