Principle Wealth Partners’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 | $972K | Buy |
14,730
+461
| +3% | +$29.7K | 0.06% | 173 |
|
|
2025
Q4 | $823K | Buy |
14,269
+11
| +0.1% | +$664 | 0.05% | 184 |
|
|
2025
Q3 | $942K | Buy |
14,258
+153
| +1% | +$9.69K | 0.05% | 172 |
|
|
2025
Q2 | $827K | Buy |
14,105
+115
| +0.8% | +$6.75K | 0.05% | 176 |
|
|
2025
Q1 | $840K | Buy |
13,990
+553
| +4% | +$30.2K | 0.06% | 172 |
|
|
2024
Q4 | $703K | Sell |
13,437
-1
| -0% | -$53 | 0.05% | 184 |
|
|
2024
Q3 | $686K | Hold |
13,438
| – | – | 0.05% | 192 |
|
|
2024
Q2 | $612K | Buy |
13,438
+216
| +2% | +$9.58K | 0.05% | 196 |
|
|
2024
Q1 | $577K | Buy |
13,222
+2,939
| +29% | +$122K | 0.05% | 205 |
|
|
2023
Q4 | $415K | Sell |
10,283
-2,405
| -19% | -$99.5K | 0.04% | 228 |
|
|
2023
Q3 | $534K | Sell |
12,688
-450
| -3% | -$19.9K | 0.05% | 195 |
|
|
2023
Q2 | $595K | Sell |
13,138
-1,320
| -9% | -$59.8K | 0.06% | 182 |
|
|
2023
Q1 | $645K | Hold |
14,458
| – | – | 0.07% | 170 |
|
|
2022
Q4 | $661K | Hold |
14,458
| – | – | 0.07% | 166 |
|
|
2022
Q3 | $584 | Sell |
14,458
-1,850
| -11% | -$80.7K | 0.06% | 167 |
|
|
2022
Q2 | $681K | Sell |
16,308
-1,225
| -7% | -$63.4K | 0.08% | 165 |
|
|
2022
Q1 | $916K | Buy |
17,533
+650
| +4% | +$33.1K | 0.1% | 148 |
|
|
2021
Q4 | $800K | Buy |
16,883
+1,450
| +9% | +$66.4K | 0.08% | 157 |
|
|
2021
Q3 | $703K | Buy |
15,433
+580
| +4% | +$28K | 0.08% | 163 |
|
|
2021
Q2 | $708K | Hold |
14,853
| – | – | 0.08% | 164 |
|
|
2021
Q1 | $760K | Sell |
14,853
-642
| -4% | -$28.8K | 0.09% | 146 |
|
|
2020
Q4 | $635K | Buy |
15,495
+4,637
| +43% | +$186K | 0.08% | 158 |
|
|
2020
Q3 | $420K | Sell |
10,858
-905
| -8% | -$37.7K | 0.12% | 100 |
|
|
2020
Q2 | $462K | Sell |
11,763
-1,444
| -11% | -$56.3K | 0.14% | 89 |
|
|
2020
Q1 | $511K | Sell |
13,207
-1,711
| -11% | -$75.9K | 0.19% | 77 |
|
|
2019
Q4 | $745K | Buy |
14,918
+2,064
| +16% | +$97.4K | 0.24% | 73 |
|
|
2019
Q3 | $526K | Buy |
12,854
+2,373
| +23% | +$109K | 0.18% | 95 |
|
|
2019
Q2 | $496K | Buy |
10,481
+908
| +9% | +$47.6K | 0.26% | 76 |
|
|
2019
Q1 | $550K | Sell |
9,573
-1,389
| -13% | -$71K | 0.31% | 57 |
|
|
2018
Q4 | $541K | Buy |
+10,962
| New | +$635K | 0.45% | 50 |
|
Other funds holding MO
VCM
VPM
