Welch Group’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
42,318
+1,325
| +3% | +$77.7K | 0.1% | 68 |
|
|
2025
Q1 | $2.38M | Sell |
40,993
-95
| -0.2% | -$5.52K | 0.1% | 67 |
|
|
2024
Q4 | $2.14M | Buy |
41,088
+48
| +0.1% | +$2.5K | 0.1% | 69 |
|
|
2024
Q3 | $2.09M | Buy |
41,040
+115
| +0.3% | +$5.87K | 0.09% | 66 |
|
|
2024
Q2 | $1.86M | Buy |
40,925
+2,039
| +5% | +$92.9K | 0.09% | 68 |
|
|
2024
Q1 | $1.7M | Buy |
38,886
+43
| +0.1% | +$1.88K | 0.08% | 69 |
|
|
2023
Q4 | $1.57M | Buy |
38,843
+41
| +0.1% | +$1.65K | 0.08% | 73 |
|
|
2023
Q3 | $1.63M | Buy |
38,802
+36
| +0.1% | +$1.51K | 0.1% | 69 |
|
|
2023
Q2 | $1.76M | Sell |
38,766
-455
| -1% | -$20.6K | 0.1% | 69 |
|
|
2023
Q1 | $1.75M | Sell |
39,221
-345
| -0.9% | -$15.4K | 0.1% | 67 |
|
|
2022
Q4 | $1.81M | Sell |
39,566
-49
| -0.1% | -$2.24K | 0.1% | 72 |
|
|
2022
Q3 | $1.6M | Buy |
39,615
+1,775
| +5% | +$71.7K | 0.1% | 67 |
|
|
2022
Q2 | $1.58M | Buy |
37,840
+1,194
| +3% | +$49.9K | 0.1% | 69 |
|
|
2022
Q1 | $1.92M | Buy |
36,646
+9,810
| +37% | +$513K | 0.11% | 69 |
|
|
2021
Q4 | $1.27M | Buy |
26,836
+9
| +0% | +$427 | 0.07% | 79 |
|
|
2021
Q3 | $1.22M | Buy |
26,827
+108
| +0.4% | +$4.92K | 0.08% | 74 |
|
|
2021
Q2 | $1.27M | Sell |
26,719
-403
| -1% | -$19.2K | 0.09% | 74 |
|
|
2021
Q1 | $1.39M | Buy |
27,122
+6,217
| +30% | +$318K | 0.1% | 71 |
|
|
2020
Q4 | $857K | Buy |
20,905
+886
| +4% | +$36.3K | 0.07% | 78 |
|
|
2020
Q3 | $774K | Buy |
20,019
+4,791
| +31% | +$185K | 0.07% | 73 |
|
|
2020
Q2 | $598K | Sell |
15,228
-323
| -2% | -$12.7K | 0.06% | 76 |
|
|
2020
Q1 | $601K | Buy |
15,551
+12,065
| +346% | +$466K | 0.06% | 72 |
|
|
2019
Q4 | $174K | Buy |
3,486
+328
| +10% | +$16.4K | 0.02% | 119 |
|
|
2019
Q3 | $129K | Sell |
3,158
-267
| -8% | -$10.9K | 0.01% | 131 |
|
|
2019
Q2 | $162K | Sell |
3,425
-1,109
| -24% | -$52.5K | 0.02% | 119 |
|
|
2019
Q1 | $260K | Sell |
4,534
-1,071
| -19% | -$61.4K | 0.03% | 103 |
|
|
2018
Q4 | $277K | Sell |
5,605
-76
| -1% | -$3.76K | 0.03% | 94 |
|
|
2018
Q3 | $343 | Buy |
5,681
+76
| +1% | +$5 | 0.04% | 91 |
|
|
2018
Q2 | $318K | Sell |
5,605
-109
| -2% | -$6.18K | 0.04% | 90 |
|
|
2018
Q1 | $356K | Buy |
5,714
+1,301
| +29% | +$81.1K | 0.05% | 85 |
|
|
2017
Q4 | $315K | Hold |
4,413
| – | – | 0.05% | 82 |
|
|
2017
Q3 | $280K | Hold |
4,413
| – | – | 0.05% | 81 |
|
|
2017
Q2 | $329K | Hold |
4,413
| – | – | 0.05% | 95 |
|
|
2017
Q1 | $31K | Buy |
4,413
+242
| +6% | +$1.7K | 0.01% | 127 |
|
|
2016
Q4 | $282K | Sell |
4,171
-51
| -1% | -$3.45K | 0.06% | 75 |
|
|
2016
Q3 | $267K | Sell |
4,222
-96
| -2% | -$6.07K | 0.05% | 82 |
|
|
2016
Q2 | $298K | Sell |
4,318
-12,346
| -74% | -$852K | 0.06% | 67 |
|
|
2016
Q1 | $1.04M | Hold |
16,664
| – | – | 0.17% | 46 |
|
|
2015
Q4 | $970K | Hold |
16,664
| – | – | 0.17% | 48 |
|
|
2015
Q3 | $907K | Buy |
16,664
+1,544
| +10% | +$84K | 0.18% | 46 |
|
|
2015
Q2 | $740K | Hold |
15,120
| – | – | 0.14% | 54 |
|
|
2015
Q1 | $756 | Buy |
15,120
+155
| +1% | +$8 | 0.14% | 53 |
|
|
2014
Q4 | $737K | Buy |
14,965
+147
| +1% | +$7.24K | 0.14% | 55 |
|
|
2014
Q3 | $681K | Hold |
14,818
| – | – | 0.14% | 53 |
|
|
2014
Q2 | $621K | Hold |
14,818
| – | – | 0.13% | 57 |
|
|
2014
Q1 | $555K | Buy |
14,818
+148
| +1% | +$5.54K | 0.13% | 55 |
|
|
2013
Q4 | $563K | Buy |
14,670
+152
| +1% | +$5.83K | 0.13% | 55 |
|
|
2013
Q3 | $499K | Buy |
14,518
+133
| +0.9% | +$4.57K | 0.12% | 58 |
|
|
2013
Q2 | $503K | Buy |
+14,385
| New | +$503K | 0.13% | 56 |
|