TD Private Client Wealth’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 | $2.16M | Buy |
32,717
+8,855
| +37% | +$570K | 0.04% | 235 |
|
|
2025
Q4 | $1.38M | Buy |
23,862
+14,920
| +167% | +$901K | 0.03% | 308 |
|
|
2025
Q3 | $591K | Buy |
8,942
+661
| +8% | +$41.9K | 0.01% | 449 |
|
|
2025
Q2 | $486K | Buy |
8,281
+1,530
| +23% | +$89.9K | 0.01% | 475 |
|
|
2025
Q1 | $405K | Buy |
6,751
+485
| +8% | +$26.5K | 0.01% | 476 |
|
|
2024
Q4 | $328K | Sell |
6,266
-892
| -12% | -$47.5K | 0.01% | 519 |
|
|
2024
Q3 | $365K | Buy |
7,158
+1,108
| +18% | +$56K | 0.01% | 496 |
|
|
2024
Q2 | $276K | Buy |
6,050
+582
| +11% | +$25.8K | 0.01% | 517 |
|
|
2024
Q1 | $239K | Sell |
5,468
-320
| -6% | -$13.3K | 0.01% | 553 |
|
|
2023
Q4 | $233K | Buy |
5,788
+940
| +19% | +$38.9K | 0.01% | 542 |
|
|
2023
Q3 | $204K | Sell |
4,848
-11,990
| -71% | -$530K | 0.01% | 540 |
|
|
2023
Q2 | $763K | Sell |
16,838
-452
| -3% | -$20.5K | 0.03% | 378 |
|
|
2023
Q1 | $771K | Sell |
17,290
-40,073
| -70% | -$1.84M | 0.03% | 362 |
|
|
2022
Q4 | $2.62M | Sell |
57,363
-7,231
| -11% | -$328K | 0.12% | 168 |
|
|
2022
Q3 | $2.61M | Buy |
64,594
+12,202
| +23% | +$532K | 0.13% | 161 |
|
|
2022
Q2 | $2.19M | Sell |
52,392
-1,444
| -3% | -$74.8K | 0.11% | 195 |
|
|
2022
Q1 | $2.81M | Buy |
53,836
+6,381
| +13% | +$325K | 0.12% | 180 |
|
|
2021
Q4 | $2.25M | Sell |
47,455
-1,283
| -3% | -$58.8K | 0.09% | 216 |
|
|
2021
Q3 | $2.22M | Sell |
48,738
-612
| -1% | -$29.6K | 0.09% | 214 |
|
|
2021
Q2 | $2.35M | Sell |
49,350
-58,247
| -54% | -$2.86M | 0.1% | 209 |
|
|
2021
Q1 | $5.5M | Buy |
107,597
+9,226
| +9% | +$413K | 0.26% | 93 |
|
|
2020
Q4 | $4.03M | Sell |
98,371
-8,152
| -8% | -$327K | 0.2% | 116 |
|
|
2020
Q3 | $4.12M | Buy |
106,523
+12,932
| +14% | +$538K | 0.23% | 97 |
|
|
2020
Q2 | $3.67M | Sell |
93,591
-18,016
| -16% | -$703K | 0.21% | 101 |
|
|
2020
Q1 | $4.32M | Sell |
111,607
-6,566
| -6% | -$291K | 0.31% | 75 |
|
|
2019
Q4 | $5.9M | Buy |
+118,173
| New | +$5.57M | 0.35% | 64 |
|
Other funds holding MO
VCM
VPM
