Klingman & Associates’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 | $526K | Buy |
8,979
+2,101
| +31% | +$123K | 0.03% | 166 |
|
|
2025
Q1 | $413K | Buy |
+6,878
| New | +$413K | 0.03% | 181 |
|
|
2017
Q2 | – | Sell |
-3,923
| Closed | -$280K | – | 99 |
|
|
2017
Q1 | $280K | Buy |
3,923
+309
| +9% | +$22.1K | 0.08% | 78 |
|
|
2016
Q4 | $244K | Hold |
3,614
| – | – | 0.07% | 80 |
|
|
2016
Q3 | $228K | Hold |
3,614
| – | – | 0.07% | 88 |
|
|
2016
Q2 | $249K | Hold |
3,614
| – | – | 0.08% | 81 |
|
|
2016
Q1 | $226K | Hold |
3,614
| – | – | 0.08% | 89 |
|
|
2015
Q4 | $210K | Sell |
3,614
-199
| -5% | -$11.6K | 0.08% | 107 |
|
|
2015
Q3 | $207K | Buy |
3,813
+199
| +6% | +$10.8K | 0.08% | 106 |
|
|
2015
Q2 | $177K | Buy |
3,614
+259
| +8% | +$12.7K | 0.07% | 91 |
|
|
2015
Q1 | $168K | Buy |
3,355
+376
| +13% | +$18.8K | 0.07% | 89 |
|
|
2014
Q4 | $146K | Buy |
+2,979
| New | +$146K | 0.06% | 97 |
|