Axis Wealth Partners’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
$664K Buy
11,330
+45
+0.4% +$2.64K 0.44% 62
2025
Q1
$677K Sell
11,285
-51
-0.4% -$3.06K 0.5% 58
2024
Q4
$593K Buy
+11,336
New +$593K 0.5% 54