L.M. Kohn & Company’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 | $618K | Sell |
10,539
-1,069
| -9% | -$62.7K | 0.17% | 113 |
|
2025
Q1 | $697K | Buy |
11,608
+20
| +0.2% | +$1.2K | 0.18% | 117 |
|
2024
Q4 | $606K | Buy |
11,588
+846
| +8% | +$44.2K | 0.16% | 124 |
|
2024
Q3 | $548K | Sell |
10,742
-479
| -4% | -$24.4K | 0.14% | 136 |
|
2024
Q2 | $511K | Buy |
11,221
+312
| +3% | +$14.2K | 0.14% | 140 |
|
2024
Q1 | $476K | Buy |
10,909
+62
| +0.6% | +$2.71K | 0.13% | 146 |
|
2023
Q4 | $438K | Buy |
10,847
+372
| +4% | +$15K | 0.14% | 140 |
|
2023
Q3 | $440K | Buy |
10,475
+18
| +0.2% | +$757 | 0.16% | 128 |
|
2023
Q2 | $474K | Buy |
10,457
+1,175
| +13% | +$53.2K | 0.18% | 125 |
|
2023
Q1 | $414K | Sell |
9,282
-29
| -0.3% | -$1.29K | 0.17% | 135 |
|
2022
Q4 | $426K | Buy |
9,311
+70
| +0.8% | +$3.2K | 0.2% | 125 |
|
2022
Q3 | $374K | Buy |
9,241
+300
| +3% | +$12.1K | 0.18% | 139 |
|
2022
Q2 | $374K | Buy |
8,941
+114
| +1% | +$4.77K | 0.17% | 146 |
|
2022
Q1 | $462K | Buy |
+8,827
| New | +$462K | 0.18% | 144 |
|