Keudell/Morrison Wealth Management’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 | $1.58M | Sell |
27,014
-1,525
| -5% | -$89.4K | 0.35% | 52 |
|
|
2025
Q1 | $1.71M | Buy |
28,539
+1,801
| +7% | +$108K | 0.4% | 46 |
|
|
2024
Q4 | $1.4M | Sell |
26,738
-128
| -0.5% | -$6.69K | 0.36% | 52 |
|
|
2024
Q3 | $1.37M | Sell |
26,866
-425
| -2% | -$21.7K | 0.37% | 56 |
|
|
2024
Q2 | $1.24M | Buy |
27,291
+327
| +1% | +$14.9K | 0.36% | 57 |
|
|
2024
Q1 | $1.18M | Buy |
26,964
+1,570
| +6% | +$68.5K | 0.36% | 57 |
|
|
2023
Q4 | $1.02M | Sell |
25,394
-1,594
| -6% | -$64.3K | 0.34% | 57 |
|
|
2023
Q3 | $1.13M | Sell |
26,988
-588
| -2% | -$24.7K | 0.35% | 57 |
|
|
2023
Q2 | $1.25M | Sell |
27,576
-395
| -1% | -$17.9K | 0.36% | 53 |
|
|
2023
Q1 | $1.25M | Buy |
27,971
+154
| +0.6% | +$6.87K | 0.37% | 49 |
|
|
2022
Q4 | $1.27M | Sell |
27,817
-788
| -3% | -$36K | 0.41% | 47 |
|
|
2022
Q3 | $1.16M | Sell |
28,605
-9
| -0% | -$363 | 0.43% | 45 |
|
|
2022
Q2 | $1.2M | Sell |
28,614
-1,231
| -4% | -$51.4K | 0.43% | 49 |
|
|
2022
Q1 | $1.56M | Sell |
29,845
-573
| -2% | -$29.9K | 0.65% | 37 |
|
|
2021
Q4 | $1.44M | Sell |
30,418
-837
| -3% | -$39.7K | 0.57% | 41 |
|
|
2021
Q3 | $1.42M | Sell |
31,255
-85
| -0.3% | -$3.87K | 0.61% | 39 |
|
|
2021
Q2 | $1.49M | Sell |
31,340
-1,600
| -5% | -$76.3K | 0.82% | 33 |
|
|
2021
Q1 | $1.69M | Sell |
32,940
-2,822
| -8% | -$144K | 0.98% | 27 |
|
|
2020
Q4 | $1.47M | Sell |
35,762
-4,905
| -12% | -$201K | 0.93% | 28 |
|
|
2020
Q3 | $1.57M | Buy |
40,667
+174
| +0.4% | +$6.72K | 1.01% | 23 |
|
|
2020
Q2 | $1.59M | Sell |
40,493
-6,381
| -14% | -$250K | 1.31% | 18 |
|
|
2020
Q1 | $1.81M | Buy |
46,874
+592
| +1% | +$22.9K | 1.77% | 12 |
|
|
2019
Q4 | $2.31M | Sell |
46,282
-89
| -0.2% | -$4.44K | 1.6% | 12 |
|
|
2019
Q3 | $1.9M | Sell |
46,371
-1,914
| -4% | -$78.3K | 1.57% | 16 |
|
|
2019
Q2 | $2.23M | Buy |
48,285
+147
| +0.3% | +$6.8K | 1.95% | 9 |
|
|
2019
Q1 | $2.77M | Buy |
+48,138
| New | +$2.77M | 2.43% | 6 |
|