XML Financial’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
$816K Buy
12,370
+144
+1% +$9.27K 0.07% 208
2025
Q4
$705K Sell
12,226
-105
-0.9% -$6.34K 0.06% 217
2025
Q3
$815K Sell
12,331
-2,074
-14% -$131K 0.07% 194
2025
Q2
$845K Sell
14,405
-22,669
-61% -$1.33M 0.07% 190
2025
Q1
$2.23M Sell
37,074
-296
-0.8% -$16.2K 0.21% 104
2024
Q4
$1.95M Buy
37,370
+10,781
+41% +$574K 0.18% 121
2024
Q3
$1.36M Sell
26,589
-697
-3% -$35.2K 0.13% 147
2024
Q2
$1.24M Sell
27,286
-11
-0% -$488 0.13% 144
2024
Q1
$1.19M Sell
27,297
-400
-1% -$16.6K 0.12% 150
2023
Q4
$1.12M Buy
27,697
+2,054
+8% +$84.9K 0.12% 151
2023
Q3
$1.08M Buy
25,643
+1,322
+5% +$58.4K 0.13% 146
2023
Q2
$1.1M Buy
24,321
+279
+1% +$12.6K 0.13% 150
2023
Q1
$1.07M Buy
24,042
+1,258
+6% +$57.8K 0.13% 145
2022
Q4
$1.04M Buy
22,784
+805
+4% +$36.5K 0.13% 144
2022
Q3
$888K Buy
21,979
+294
+1% +$12.8K 0.12% 148
2022
Q2
$906K Buy
21,685
+217
+1% +$11.2K 0.2% 93
2022
Q1
$1.12M Sell
21,468
-454
-2% -$23.1K 0.13% 148
2021
Q4
$1.04M Sell
21,922
-2,874
-12% -$132K 0.13% 152
2021
Q3
$1.13M Buy
24,796
+456
+2% +$22K 0.15% 138
2021
Q2
$1.16M Sell
24,340
-464
-2% -$22.8K 0.26% 77
2021
Q1
$1.27M Buy
24,804
+1,691
+7% +$75.8K 0.31% 70
2020
Q4
$948K Buy
23,113
+2,605
+13% +$105K 0.25% 82
2020
Q3
$792K Sell
20,508
-3,253
-14% -$135K 0.25% 87
2020
Q2
$933K Buy
23,761
+1,064
+5% +$41.5K 0.32% 71
2020
Q1
$878K Buy
22,697
+6,224
+38% +$276K 0.38% 68
2019
Q4
$822K Buy
+16,473
New +$777K 0.3% 72

Other funds holding MO