Baron Wealth Management’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
$565K Buy
9,640
+2,056
+27% +$121K 0.2% 71
2025
Q1
$455K Buy
7,584
+3,690
+95% +$221K 0.2% 81
2024
Q4
$204K Sell
3,894
-96
-2% -$5.02K 0.1% 181
2024
Q3
$204K Buy
+3,990
New +$204K 0.1% 191