Klingman & Associates’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
Q3 | $737K | Buy |
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|
2025
Q2 | $526K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $280K | Buy |
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|
2016
Q4 | $244K | Hold |
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|
2016
Q3 | $228K | Hold |
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|
2016
Q2 | $249K | Hold |
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|
2016
Q1 | $226K | Hold |
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|
2015
Q4 | $210K | Sell |
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|
2015
Q3 | $207K | Buy |
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|
2015
Q2 | $177K | Buy |
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|
2015
Q1 | $168K | Buy |
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|
2014
Q4 | $146K | Buy |
|