Zhang 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $942K | Buy |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $738K | Sell |
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|
2023
Q3 | $772K | Sell |
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|
2023
Q2 | $855K | Sell |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | $879K | Buy |
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|
2022
Q3 | $723K | Sell |
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|
2022
Q2 | $813K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $919K | Buy |
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|
2021
Q3 | $862K | Sell |
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|
2021
Q2 | $929K | Buy |
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|
2021
Q1 | $934K | Hold |
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|
2020
Q4 | $749K | Buy |
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|
2020
Q3 | $568K | Sell |
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|
2020
Q2 | $588K | Sell |
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|
2020
Q1 | $644K | Sell |
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|
2019
Q4 | $836K | Sell |
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|
2019
Q3 | $702K | Sell |
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|
2019
Q2 | $856K | Buy |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $895K | Buy |
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|
2018
Q3 | $1.09M | Buy |
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|
2018
Q2 | $872K | Sell |
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|
2018
Q1 | $977K | Hold |
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|
2017
Q4 | $1.14M | Sell |
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|
2017
Q3 | $1.07M | Hold |
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|
2017
Q2 | $1.24M | Buy |
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|
2017
Q1 | $1.14M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $1.08M | Hold |
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|
2015
Q4 | $1M | Sell |
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|
2015
Q3 | $937K | Sell |
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|
2015
Q2 | $859K | Sell |
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|
2015
Q1 | $893K | Buy |
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|
2014
Q4 | $853K | Sell |
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|
2014
Q3 | $802K | Buy |
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|
2014
Q2 | $728K | Buy |
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|
2014
Q1 | $590K | Hold |
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|
2013
Q4 | $605K | Hold |
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|
2013
Q3 | $541K | Buy |
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|
2013
Q2 | $538K | Buy |
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