Modera Wealth Management’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 | $1.4M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $889K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $995K | Sell |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $647K | Buy |
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|
2022
Q1 | $806K | Sell |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $610K | Buy |
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|
2021
Q1 | $654K | Sell |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $498K | Buy |
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|
2020
Q2 | $505K | Sell |
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|
2020
Q1 | $541K | Sell |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $547K | Sell |
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|
2019
Q2 | $667K | Sell |
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|
2019
Q1 | $888K | Sell |
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|
2018
Q4 | $829K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $949K | Sell |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.3M | Buy |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $1.15M | Buy |
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|
2016
Q1 | $959K | Buy |
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|
2015
Q4 | $362K | Hold |
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|
2015
Q3 | $338K | Hold |
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|
2015
Q2 | $304K | Sell |
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|
2015
Q1 | $313K | Buy |
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|
2014
Q4 | $276K | Sell |
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|
2014
Q3 | $262K | Buy |
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