King Wealth Management Group’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 | $438K | Buy |
6,642
+402
| +6% | +$25.9K | 0.05% | 113 |
|
|
2025
Q4 | $360K | Buy |
6,240
+15
| +0.2% | +$906 | 0.04% | 125 |
|
|
2025
Q3 | $411K | Sell |
6,225
-233
| -4% | -$14.8K | 0.05% | 113 |
|
|
2025
Q2 | $379K | Buy |
6,458
+16
| +0.2% | +$940 | 0.05% | 114 |
|
|
2025
Q1 | $387K | Buy |
6,442
+18
| +0.3% | +$983 | 0.06% | 107 |
|
|
2024
Q4 | $336K | Buy |
6,424
+18
| +0.3% | +$959 | 0.05% | 112 |
|
|
2024
Q3 | $327K | Sell |
6,406
-982
| -13% | -$49.6K | 0.05% | 112 |
|
|
2024
Q2 | $337K | Buy |
7,388
+19
| +0.3% | +$843 | 0.06% | 108 |
|
|
2024
Q1 | $321K | Buy |
7,369
+847
| +13% | +$35.1K | 0.06% | 110 |
|
|
2023
Q4 | $263K | Hold |
6,522
| – | – | 0.05% | 116 |
|
|
2023
Q3 | $274K | Buy |
6,522
+219
| +3% | +$9.68K | 0.06% | 118 |
|
|
2023
Q2 | $286K | Hold |
6,303
| – | – | 0.06% | 121 |
|
|
2023
Q1 | $281K | Hold |
6,303
| – | – | 0.06% | 119 |
|
|
2022
Q4 | $288K | Sell |
6,303
-100
| -2% | -$4.53K | 0.07% | 112 |
|
|
2022
Q3 | $259K | Hold |
6,403
| – | – | 0.07% | 120 |
|
|
2022
Q2 | $267K | Sell |
6,403
-750
| -10% | -$38.8K | 0.06% | 126 |
|
|
2022
Q1 | $374K | Hold |
7,153
| – | – | 0.07% | 112 |
|
|
2021
Q4 | $339K | Sell |
7,153
-155
| -2% | -$7.1K | 0.06% | 129 |
|
|
2021
Q3 | $333K | Buy |
7,308
+750
| +11% | +$36.2K | 0.07% | 128 |
|
|
2021
Q2 | $313K | Hold |
6,558
| – | – | 0.06% | 138 |
|
|
2021
Q1 | $336K | Hold |
6,558
| – | – | 0.08% | 122 |
|
|
2020
Q4 | $269K | Sell |
6,558
-714
| -10% | -$28.7K | 0.06% | 133 |
|
|
2020
Q3 | $281K | Buy |
+7,272
| New | +$303K | 0.07% | 124 |
|
|
2020
Q1 | – | Sell |
-9,840
| Closed | -$491K | – | 150 |
|
|
2019
Q4 | $491K | Buy |
9,840
+6
| +0.1% | +$283 | 0.13% | 72 |
|
|
2019
Q3 | $403K | Sell |
9,834
-1,646
| -14% | -$75.7K | 0.12% | 77 |
|
|
2019
Q2 | $544K | Buy |
11,480
+100
| +0.9% | +$5.24K | 0.16% | 65 |
|
|
2019
Q1 | $653K | Sell |
11,380
-469
| -4% | -$24K | 0.2% | 58 |
|
|
2018
Q4 | $585K | Sell |
11,849
-544
| -4% | -$31.5K | 0.21% | 60 |
|
|
2018
Q3 | $747K | Sell |
12,393
-251
| -2% | -$14.9K | 0.23% | 50 |
|
|
2018
Q2 | $718K | Sell |
12,644
-59,704
| -83% | -$3.44M | 0.25% | 50 |
|
|
2018
Q1 | $4.51M | Sell |
72,348
-12,492
| -15% | -$827K | 1.6% | 18 |
|
|
2017
Q4 | $6.06M | Buy |
84,840
+149
| +0.2% | +$9.98K | 2.14% | 13 |
|
|
2017
Q3 | $5.37M | Buy |
84,691
+2,496
| +3% | +$166K | 2% | 13 |
|
|
2017
Q2 | $6.12M | Buy |
82,195
+166
| +0.2% | +$12.1K | 2.43% | 11 |
|
|
2017
Q1 | $5.86M | Sell |
82,029
-717
| -0.9% | -$51.9K | 2.45% | 9 |
|
|
2016
Q4 | $5.59M | Buy |
82,746
+1,819
| +2% | +$117K | 2.51% | 9 |
|
|
2016
Q3 | $5.12M | Buy |
80,927
+6,271
| +8% | +$417K | 2.54% | 9 |
|
|
2016
Q2 | $5.15M | Sell |
74,656
-1,193
| -2% | -$76.4K | 2.75% | 8 |
|
|
2016
Q1 | $4.75M | Buy |
75,849
+2,479
| +3% | +$150K | 2.56% | 10 |
|
|
2015
Q4 | $4.27M | Sell |
73,370
-916
| -1% | -$53.1K | 2.36% | 9 |
|
|
2015
Q3 | $4.04M | Buy |
74,286
+3,434
| +5% | +$184K | 2.48% | 8 |
|
|
2015
Q2 | $3.46M | Buy |
70,852
+309
| +0.4% | +$15.7K | 1.9% | 14 |
|
|
2015
Q1 | $3.53M | Sell |
70,543
-4,626
| -6% | -$246K | 2.04% | 13 |
|
|
2014
Q4 | $3.7M | Buy |
75,169
+8,846
| +13% | +$431K | 1.97% | 12 |
|
|
2014
Q3 | $3.05M | Buy |
66,323
+747
| +1% | +$32K | 1.91% | 16 |
|
|
2014
Q2 | $2.74M | Buy |
65,576
+1,763
| +3% | +$70.9K | 1.69% | 17 |
|
|
2014
Q1 | $2.39M | Sell |
63,813
-30,594
| -32% | -$1.11M | 1.65% | 16 |
|
|
2013
Q4 | $3.62M | Buy |
94,407
+1,437
| +2% | +$53.1K | 2.07% | 14 |
|
|
2013
Q3 | $3.19M | Buy |
92,970
+890
| +1% | +$31.4K | 2.08% | 16 |
|
|
2013
Q2 | $3.22M | Buy |
+92,080
| New | +$3.31M | 2.23% | 16 |
|
Other funds holding MO
VCM
VPM
