Bernardo Wealth Planning’s Altria Group MO Stock Holding History

Bernardo Wealth Planning’s Portfolio MO Stock Details MO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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