Cape Investment Advisory’s Altria Group MO Stock Holding History

Cape Investment Advisory’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Sell
2025 Q1	$694K	Buy
2024 Q4	$598K	Buy
2024 Q3	$575K	Buy
2024 Q2	$479K	Sell
2024 Q1	$478K	Buy
2023 Q4	$368K	Buy
2023 Q3	$327K	Buy
2023 Q2	$287K	Buy
2023 Q1	$280K	Buy