Kovitz Investment Group Partners’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
$6.24M Buy
2025
Q1
$6.18M Sell
2024
Q4
$5.44M Buy
2024
Q3
$3.2M Buy
2024
Q2
$3.03M Buy
2024
Q1
$416K Buy
2023
Q2
Sell
2023
Q1
$238K Sell
2022
Q4
$305K Buy
2022
Q3
$267K Buy
2022
Q2
$256K Sell
2022
Q1
$478K Buy
2021
Q4
$242K Sell
2021
Q3
$430K Sell
2021
Q2
$557K Buy
2021
Q1
$471K Buy
2020
Q4
$242K Sell
2020
Q3
$232K Sell
2020
Q2
$253K Buy