Monarch Capital 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 | $630K | Hold |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $542K | Hold |
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|
2024
Q3 | $529K | Hold |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $460K | Sell |
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|
2023
Q4 | $433K | Sell |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $513K | Hold |
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|
2023
Q1 | $506K | Hold |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $485K | Hold |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $526K | Hold |
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|
2021
Q2 | $551K | Hold |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $616K | Sell |
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|
2020
Q2 | $667K | Sell |
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|
2020
Q1 | $678K | Buy |
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|
2019
Q4 | $826K | Sell |
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|
2019
Q3 | $705K | Buy |
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|
2019
Q2 | $779K | Sell |
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|
2019
Q1 | $1M | Buy |
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|
2018
Q4 | $747K | Buy |
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|
2018
Q3 | $823K | Hold |
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|
2018
Q2 | $775K | Hold |
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|
2018
Q1 | $851K | Hold |
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|
2017
Q4 | $975K | Sell |
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|
2017
Q3 | $886K | Hold |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.02M | Sell |
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|
2016
Q4 | $974K | Hold |
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|
2016
Q3 | $910K | Hold |
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|
2016
Q2 | $993K | Sell |
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|
2016
Q1 | $5.24M | Hold |
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|
2015
Q4 | $4.86M | Sell |
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|
2015
Q3 | $4.57M | Hold |
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|
2015
Q2 | $4.11M | Sell |
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|
2015
Q1 | $4.21M | Sell |
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|
2014
Q4 | $4.17M | Hold |
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|
2014
Q3 | $3.89M | Hold |
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|
2014
Q2 | $3.55M | Sell |
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|
2014
Q1 | $3.28M | Hold |
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|
2013
Q4 | $3.37M | Hold |
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|
2013
Q3 | $3.01M | Sell |
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|
2013
Q2 | $3.32M | Buy |
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