Brown Miller 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
$621K Hold
10,600
0.19% 90
2025
Q1
$636K Hold
10,600
0.22% 87
2024
Q4
$554K Sell
10,600
-298
-3% -$15.6K 0.21% 80
2024
Q3
$556K Sell
10,898
-902
-8% -$46K 0.22% 75
2024
Q2
$537K Hold
11,800
0.22% 76
2024
Q1
$515K Buy
11,800
+2,600
+28% +$113K 0.23% 82
2023
Q4
$371K Sell
9,200
-2,564
-22% -$103K 0.19% 93
2023
Q3
$495K Hold
11,764
0.28% 70
2023
Q2
$533K Sell
11,764
-1
-0% -$45 0.29% 66
2023
Q1
$525K Buy
11,765
+1
+0% +$45 0.31% 65
2022
Q4
$538K Hold
11,764
0.34% 64
2022
Q3
$475K Buy
+11,764
New +$475K 0.34% 65
2021
Q2
Sell
-4,704
Closed -$241K 120
2021
Q1
$241K Buy
+4,704
New +$241K 0.17% 102