Barlow 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 | $281K | Sell |
4,741
-396
| -8% | -$23.4K | 0.03% | 108 |
|
|
2025
Q1 | $299K | Buy |
5,137
+765
| +17% | +$44.6K | 0.04% | 102 |
|
|
2024
Q4 | $223K | Sell |
4,372
-1,502
| -26% | -$76.7K | 0.03% | 129 |
|
|
2024
Q3 | $293K | Hold |
5,874
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $290K | Hold |
5,874
| – | – | 0.04% | 117 |
|
|
2024
Q1 | $241K | Hold |
5,874
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $237K | Buy |
+5,874
| New | +$237K | 0.03% | 132 |
|