Asset Planning Inc’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	$2.93M	Sell	50,020 -161	-0.3%	-$9.44K	2.21%	10
2025 Q1	$3.01M	Sell	50,181 -601	-1%	-$36.1K	2.36%	9
2024 Q4	$2.66M	Buy	+50,782	New	+$2.66M	2.02%	9