Morningstar Investment Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
19,897
-1,413
| -7% | -$82.9K | 0.1% | 58 |
|
|
2025
Q1 | $1.28M | Sell |
21,310
-1,031
| -5% | -$61.9K | 0.11% | 48 |
|
|
2024
Q4 | $1.17M | Hold |
22,341
| – | – | 0.09% | 60 |
|
|
2024
Q3 | $1.11M | Sell |
22,341
-254
| -1% | -$12.7K | 0.11% | 79 |
|
|
2024
Q2 | $1.03M | Hold |
22,595
| – | – | 0.11% | 81 |
|
|
2024
Q1 | $986K | Hold |
22,595
| – | – | 0.11% | 82 |
|
|
2023
Q4 | $911K | Sell |
22,595
-601
| -3% | -$24.2K | 0.1% | 88 |
|
|
2023
Q3 | $975K | Hold |
23,196
| – | – | 0.13% | 59 |
|
|
2023
Q2 | $1.05M | Buy |
+23,196
| New | +$1.05M | 0.14% | 56 |
|