Patten Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $275K | Buy |
4,165
+160
| +4% | +$10.3K | 0.05% | 265 |
|
|
2025
Q4 | $231K | Buy |
4,005
+19
| +0.5% | +$1.15K | 0.04% | 282 |
|
|
2025
Q3 | $263K | Buy |
3,986
+21
| +0.5% | +$1.33K | 0.05% | 243 |
|
|
2025
Q2 | $232K | Buy |
3,965
+20
| +0.5% | +$1.18K | 0.05% | 245 |
|
|
2025
Q1 | $237K | Sell |
3,945
-663
| -14% | -$36.2K | 0.05% | 241 |
|
|
2024
Q4 | $241K | Buy |
4,608
+213
| +5% | +$11.3K | 0.05% | 241 |
|
|
2024
Q3 | $224K | Buy |
+4,395
| New | +$222K | 0.05% | 241 |
|
|
2019
Q1 | – | Sell |
-1,497
| Closed | -$74K | – | 408 |
|
|
2018
Q4 | $74K | Sell |
1,497
-34
| -2% | -$1.97K | 0.04% | 243 |
|
|
2018
Q3 | $92K | Sell |
1,531
-1,994
| -57% | -$118K | 0.04% | 258 |
|
|
2018
Q2 | $200K | Sell |
3,525
-767
| -18% | -$44.2K | 0.08% | 189 |
|
|
2018
Q1 | $268K | Sell |
4,292
-196
| -4% | -$13K | 0.11% | 171 |
|
|
2017
Q4 | $320K | Buy |
4,488
+5
| +0.1% | +$335 | 0.13% | 161 |
|
|
2017
Q3 | $284K | Hold |
4,483
| – | – | 0.11% | 164 |
|
|
2017
Q2 | $294K | Buy |
4,483
+8
| +0.2% | +$585 | 0.12% | 163 |
|
|
2017
Q1 | $321K | Sell |
4,475
-282
| -6% | -$20.4K | 0.14% | 141 |
|
|
2016
Q4 | $338K | Sell |
4,757
-1,454
| -23% | -$93.6K | 0.15% | 133 |
|
|
2016
Q3 | $389K | Buy |
6,211
+2,014
| +48% | +$134K | 0.18% | 119 |
|
|
2016
Q2 | $289K | Buy |
4,197
+230
| +6% | +$14.7K | 0.14% | 142 |
|
|
2016
Q1 | $249K | Buy |
3,967
+1,244
| +46% | +$75.2K | 0.12% | 148 |
|
|
2015
Q4 | $159K | Sell |
2,723
-498
| -15% | -$28.9K | 0.08% | 179 |
|
|
2015
Q3 | $175K | Buy |
3,221
+112
| +4% | +$6.01K | 0.09% | 170 |
|
|
2015
Q2 | $152K | Buy |
+3,109
| New | +$158K | 0.07% | 193 |
|
Other funds holding MO
VCM
VPM
