Mogy Joel R Investment Counsel’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 | $855K | Hold |
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|
2025
Q2 | $759K | Hold |
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|
2025
Q1 | $777K | Hold |
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|
2024
Q4 | $677K | Hold |
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|
2024
Q3 | $661K | Hold |
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $565K | Sell |
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|
2023
Q4 | $555K | Sell |
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|
2023
Q3 | $612K | Sell |
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|
2023
Q2 | $964K | Sell |
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|
2023
Q1 | $985K | Hold |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $892K | Hold |
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|
2022
Q2 | $922K | Hold |
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|
2022
Q1 | $1.15M | Hold |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.14M | Hold |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.05M | Hold |
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|
2020
Q3 | $987K | Sell |
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|
2020
Q2 | $1.13M | Hold |
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|
2020
Q1 | $1.11M | Hold |
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|
2019
Q4 | $1.44M | Hold |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $1.74M | Sell |
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|
2018
Q4 | $3.28M | Sell |
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|
2018
Q3 | $4.03M | Sell |
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|
2018
Q2 | $3.99M | Buy |
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|
2018
Q1 | $4.37M | Sell |
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|
2017
Q4 | $5.02M | Hold |
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|
2017
Q3 | $4.46M | Sell |
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|
2017
Q2 | $5.31M | Sell |
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|
2017
Q1 | $5.14M | Sell |
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|
2016
Q4 | $4.88M | Buy |
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|
2016
Q3 | $4.52M | Buy |
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|
2016
Q2 | $4.92M | Sell |
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|
2016
Q1 | $4.48M | Buy |
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|
2015
Q4 | $4.16K | Sell |
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|
2015
Q3 | $3.89M | Sell |
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|
2015
Q2 | $3.5M | Sell |
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|
2015
Q1 | $3.76M | Sell |
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|
2014
Q4 | $3.88M | Sell |
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|
2014
Q3 | $3.64M | Sell |
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|
2014
Q2 | $3.33M | Buy |
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|
2014
Q1 | $2.95M | Buy |
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|
2013
Q4 | $3.02M | Sell |
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|
2013
Q3 | $2.74M | Buy |
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|
2013
Q2 | $2.77M | Buy |
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