Bernardo Wealth Planning’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
Q4
Sell
2025
Q3
$207K Buy
2021
Q1
Sell
2020
Q4
$326K Sell
2020
Q3
$345K Sell
2020
Q2
$362K Sell
2020
Q1
$363K Sell
2019
Q4
$532K Sell
2019
Q3
$447K Sell
2019
Q2
$600K Buy
2019
Q1
$727K Buy
2018
Q4
$590K Buy