Capital Performance Advisors’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
$224K Buy
3,825
+402
+12% +$23.6K 0.04% 225
2025
Q1
$205K Buy
+3,423
New +$205K 0.05% 240
2024
Q4
Sell
-3,250
Closed -$166K 1680
2024
Q3
$166K Buy
+3,250
New +$166K 0.05% 128