Cascade Financial Partners’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	$676K	Buy	11,524 +3,302	+40%	+$194K	0.08%	143
2025 Q1	$493K	Buy	8,222 +1,016	+14%	+$61K	0.06%	156
2024 Q4	$377K	Buy	+7,206	New	+$377K	0.05%	170