Integrated Wealth Concepts’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 | $5.72M | Buy |
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|
2025
Q1 | $5.6M | Buy |
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|
2024
Q4 | $4.85M | Buy |
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|
2024
Q3 | $4.5M | Buy |
|
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|
2024
Q2 | $3.86M | Buy |
|
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|
2024
Q1 | $3.58M | Buy |
|
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|
2023
Q4 | $3.01M | Buy |
|
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|
2023
Q3 | $3.12M | Buy |
|
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|
2023
Q2 | $2.78M | Buy |
|
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|
2023
Q1 | $2.6M | Buy |
|
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|
2022
Q4 | $1.18M | Sell |
|
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|
2022
Q3 | $1.04M | Buy |
|
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|
2022
Q2 | $1.02M | Sell |
|
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|
2022
Q1 | $1.5M | Sell |
|
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.62M | Buy |
|
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|
2021
Q2 | $1.7M | Buy |
|
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|
2021
Q1 | $1.43M | Buy |
|
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|
2020
Q4 | $1M | Buy |
|
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|
2020
Q3 | $832K | Buy |
|
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|
2020
Q2 | $598K | Sell |
|
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|
2020
Q1 | $606K | Sell |
|
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|
2019
Q4 | $957K | Buy |
|
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|
2019
Q3 | $632K | Sell |
|
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|
2019
Q2 | $788K | Buy |
|
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|
2019
Q1 | $894K | Buy |
|
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|
2018
Q4 | $439K | Buy |
|
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|
2018
Q3 | $521K | Sell |
|
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|
2018
Q2 | $530K | Buy |
|
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|
2018
Q1 | $570K | Buy |
|
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|
2017
Q4 | $659K | Buy |
|