L.M. Kohn & Company’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
$440K Sell
6,655
-3,884
-37% -$246K 0.53% 54
2025
Q2
$618K Sell
10,539
-1,069
-9% -$62.8K 0.17% 113
2025
Q1
$697K Buy
11,608
+20
+0.2% +$1.09K 0.18% 117
2024
Q4
$606K Buy
11,588
+846
+8% +$45.1K 0.16% 124
2024
Q3
$548K Sell
10,742
-479
-4% -$24.2K 0.14% 136
2024
Q2
$511K Buy
11,221
+312
+3% +$13.8K 0.14% 140
2024
Q1
$476K Buy
10,909
+62
+0.6% +$2.57K 0.13% 146
2023
Q4
$438K Buy
10,847
+372
+4% +$15.4K 0.14% 140
2023
Q3
$440K Buy
10,475
+18
+0.2% +$795 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% -$1.33K 0.17% 135
2022
Q4
$426K Buy
9,311
+70
+0.8% +$3.17K 0.2% 125
2022
Q3
$374K Buy
9,241
+300
+3% +$13.1K 0.18% 139
2022
Q2
$374K Buy
8,941
+114
+1% +$5.9K 0.17% 146
2022
Q1
$462K Buy
+8,827
New +$450K 0.18% 144

Other funds holding MO