Montag & Associates’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
Q2 | $460K | Sell |
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|
2025
Q1 | $526K | Buy |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $429K | Sell |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $481K | Sell |
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|
2022
Q3 | $429K | Hold |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $536K | Hold |
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|
2021
Q4 | $486K | Sell |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $655K | Buy |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | $457K | Buy |
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|
2020
Q2 | $411K | Sell |
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|
2020
Q1 | $415K | Hold |
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|
2019
Q4 | $535K | Hold |
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|
2019
Q3 | $439K | Hold |
|
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|
2019
Q2 | $508K | Buy |
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|
2019
Q1 | $601K | Buy |
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|
2018
Q4 | $511K | Buy |
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|
2018
Q3 | $600K | Hold |
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|
2018
Q2 | $565K | Sell |
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|
2018
Q1 | $807K | Buy |
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|
2017
Q4 | $657K | Hold |
|
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|
2017
Q3 | $584K | Sell |
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|
2017
Q2 | $690K | Buy |
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|
2017
Q1 | $657K | Hold |
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|
2016
Q4 | $622K | Hold |
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|
2016
Q3 | $582K | Hold |
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|
2016
Q2 | $635K | Hold |
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|
2016
Q1 | $577K | Hold |
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|
2015
Q4 | $536K | Hold |
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|
2015
Q3 | $501K | Hold |
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|
2015
Q2 | $450K | Hold |
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|
2015
Q1 | $460K | Hold |
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|
2014
Q4 | $453K | Buy |
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|
2014
Q3 | $394K | Sell |
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|
2014
Q2 | $386K | Sell |
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|
2014
Q1 | $347K | Hold |
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|
2013
Q4 | $356K | Sell |
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|
2013
Q3 | $322K | Hold |
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|
2013
Q2 | $328K | Buy |
|