Successful Portfolios’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
Q2 | $555K | Buy |
7,743
+38
| +0.5% | +$2.65K | 0.26% | 78 |
|
|
2026
Q1 | $514K | Sell |
7,705
-169
| -2% | -$10.9K | 0.28% | 74 |
|
|
2025
Q4 | $453K | Buy |
7,874
+472
| +6% | +$28.5K | 0.23% | 94 |
|
|
2025
Q3 | $489K | Sell |
7,402
-265
| -3% | -$16.8K | 0.29% | 75 |
|
|
2025
Q2 | $449K | Sell |
7,667
-127
| -2% | -$7.46K | 0.28% | 72 |
|
|
2025
Q1 | $468K | Buy |
7,794
+48
| +0.6% | +$2.62K | 0.32% | 68 |
|
|
2024
Q4 | $405K | Buy |
7,746
+21
| +0.3% | +$1.12K | 0.27% | 77 |
|
|
2024
Q3 | $394K | Sell |
7,725
-1,478
| -16% | -$74.7K | 0.27% | 81 |
|
|
2024
Q2 | $419K | Sell |
9,203
-319
| -3% | -$14.2K | 0.29% | 72 |
|
|
2024
Q1 | $415K | Sell |
9,522
-1,221
| -11% | -$50.6K | 0.28% | 82 |
|
|
2023
Q4 | $433K | Buy |
10,743
+301
| +3% | +$12.4K | 0.32% | 70 |
|
|
2023
Q3 | $439K | Buy |
10,442
+17
| +0.2% | +$751 | 0.39% | 60 |
|
|
2023
Q2 | $472K | Sell |
10,425
-293
| -3% | -$13.3K | 0.41% | 56 |
|
|
2023
Q1 | $478K | Buy |
10,718
+857
| +9% | +$39.4K | 0.3% | 82 |
|
|
2022
Q4 | $451K | Buy |
9,861
+286
| +3% | +$13K | 0.29% | 88 |
|
|
2022
Q3 | $387K | Sell |
9,575
-22
| -0.2% | -$960 | 0.28% | 90 |
|
|
2022
Q2 | $401K | Buy |
9,597
+195
| +2% | +$10.1K | 0.27% | 98 |
|
|
2022
Q1 | $491K | Sell |
9,402
-17
| -0.2% | -$866 | 0.28% | 95 |
|
|
2021
Q4 | $446K | Buy |
9,419
+120
| +1% | +$5.5K | 0.24% | 105 |
|
|
2021
Q3 | $423K | Sell |
9,299
-82
| -0.9% | -$3.96K | 0.25% | 108 |
|
|
2021
Q2 | $447K | Buy |
9,381
+141
| +2% | +$6.93K | 0.27% | 98 |
|
|
2021
Q1 | $473K | Buy |
9,240
+50
| +0.5% | +$2.24K | 0.31% | 89 |
|
|
2020
Q4 | $377K | Sell |
9,190
-70
| -0.8% | -$2.81K | 0.27% | 102 |
|
|
2020
Q3 | $358K | Sell |
9,260
-19
| -0.2% | -$791 | 0.29% | 93 |
|
|
2020
Q2 | $364K | Sell |
9,279
-29
| -0.3% | -$1.13K | 0.32% | 90 |
|
|
2020
Q1 | $360K | Buy |
9,308
+672
| +8% | +$29.8K | 0.36% | 80 |
|
|
2019
Q4 | $431K | Sell |
8,636
-706
| -8% | -$33.3K | 0.38% | 69 |
|
|
2019
Q3 | $382K | Buy |
9,342
+48
| +0.5% | +$2.21K | 0.36% | 79 |
|
|
2019
Q2 | $440K | Sell |
9,294
-33
| -0.4% | -$1.73K | 0.47% | 63 |
|
|
2019
Q1 | $536K | Buy |
9,327
+12
| +0.1% | +$613 | 0.59% | 49 |
|
|
2018
Q4 | $460K | Buy |
9,315
+113
| +1% | +$6.55K | 0.59% | 53 |
|
|
2018
Q3 | $555K | Sell |
9,202
-197
| -2% | -$11.7K | 0.6% | 47 |
|
|
2018
Q2 | $534K | Sell |
9,399
-226
| -2% | -$13K | 0.62% | 47 |
|
|
2018
Q1 | $600K | Sell |
9,625
-306
| -3% | -$20.3K | 0.73% | 41 |
|
|
2017
Q4 | $709K | Buy |
+9,931
| New | +$665K | 0.88% | 33 |
|
Other funds holding MO
QCM
CNB
WCM
CGH
FCBT
EWM
MFA
AAA