Pinion Investment Advisors’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 | $952K | Sell |
14,425
-2,774
| -16% | -$178K | 0.22% | 74 |
|
|
2025
Q4 | $992K | Sell |
17,199
-3,129
| -15% | -$189K | 0.24% | 64 |
|
|
2025
Q3 | $1.31M | Buy |
20,328
+947
| +5% | +$60K | 0.36% | 48 |
|
|
2025
Q2 | $1.14M | Sell |
19,381
-19,239
| -50% | -$1.13M | 0.39% | 47 |
|
|
2025
Q1 | $2.32M | Buy |
38,620
+20,781
| +116% | +$1.13M | 0.51% | 34 |
|
|
2024
Q4 | $933K | Sell |
17,839
-1,188
| -6% | -$63.3K | 0.37% | 50 |
|
|
2024
Q3 | $971K | Buy |
19,027
+3,263
| +21% | +$165K | 0.41% | 49 |
|
|
2024
Q2 | $718K | Sell |
15,764
-287
| -2% | -$12.7K | 0.36% | 51 |
|
|
2024
Q1 | $700K | Buy |
16,051
+781
| +5% | +$32.4K | 0.36% | 52 |
|
|
2023
Q4 | $616K | Buy |
15,270
+909
| +6% | +$37.6K | 0.37% | 53 |
|
|
2023
Q3 | $604K | Buy |
14,361
+1,908
| +15% | +$84.3K | 0.39% | 58 |
|
|
2023
Q2 | $564K | Buy |
12,453
+346
| +3% | +$15.7K | 0.38% | 65 |
|
|
2023
Q1 | $540K | Sell |
12,107
-29
| -0.2% | -$1.33K | 0.51% | 57 |
|
|
2022
Q4 | $555K | Sell |
12,136
-1,017
| -8% | -$46.1K | 0.52% | 58 |
|
|
2022
Q3 | $531K | Sell |
13,153
-809
| -6% | -$35.3K | 0.46% | 64 |
|
|
2022
Q2 | $583K | Buy |
13,962
+5,670
| +68% | +$294K | 0.49% | 62 |
|
|
2022
Q1 | $433K | Buy |
8,292
+6
| +0.1% | +$306 | 0.3% | 106 |
|
|
2021
Q4 | $393K | Buy |
8,286
+288
| +4% | +$13.2K | 0.26% | 112 |
|
|
2021
Q3 | $364K | Buy |
7,998
+475
| +6% | +$22.9K | 0.29% | 109 |
|
|
2021
Q2 | $359K | Buy |
7,523
+80
| +1% | +$3.93K | 0.29% | 113 |
|
|
2021
Q1 | $381K | Buy |
7,443
+343
| +5% | +$15.4K | 0.35% | 105 |
|
|
2020
Q4 | $291K | Buy |
7,100
+1,012
| +17% | +$40.6K | 0.31% | 109 |
|
|
2020
Q3 | $239K | Hold |
6,088
| – | – | 0.36% | 100 |
|
|
2020
Q2 | $239K | Sell |
6,088
-109
| -2% | -$4.25K | 0.36% | 100 |
|
|
2020
Q1 | $240K | Buy |
6,197
+1,004
| +19% | +$44.6K | 0.52% | 81 |
|
|
2019
Q4 | $259K | Sell |
5,193
-24
| -0.5% | -$1.13K | 0.48% | 103 |
|
|
2019
Q3 | $213K | Buy |
5,217
+363
| +7% | +$16.7K | 0.44% | 109 |
|
|
2019
Q2 | $230K | Sell |
4,854
-211
| -4% | -$11.1K | 0.49% | 100 |
|
|
2019
Q1 | $291K | Buy |
5,065
+342
| +7% | +$17.5K | 0.51% | 97 |
|
|
2018
Q4 | $233K | Sell |
4,723
-1,095
| -19% | -$63.4K | 0.49% | 100 |
|
|
2018
Q3 | $351K | Buy |
5,818
+6
| +0.1% | +$356 | 0.67% | 70 |
|
|
2018
Q2 | $330K | Sell |
5,812
-4,524
| -44% | -$261K | 0.64% | 73 |
|
|
2018
Q1 | $644K | Buy |
+10,336
| New | +$685K | 1.38% | 12 |
|
Other funds holding MO
VCM
VPM
