Catalyst Financial Partners’s Altria Group MO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$939K	Buy	14,224 +1,635	+13%	+$105K	0.11%	110
2025 Q4	$726K	Sell	12,589 -542	-4%	-$32.7K	0.08%	130
2025 Q3	$867K	Buy	13,131 +687	+6%	+$43.5K	0.1%	101
2025 Q2	$730K	Buy	12,444 +819	+7%	+$48.1K	0.08%	118
2025 Q1	$698K	Buy	11,625 +141	+1%	+$7.7K	0.13%	104
2024 Q4	$600K	Buy	11,484 +244	+2%	+$13K	0.11%	117
2024 Q3	$574K	Sell	11,240 -29	-0.3%	-$1.47K	0.11%	122
2024 Q2	$513K	Buy	11,269 +217	+2%	+$9.63K	0.11%	119
2024 Q1	$454K	Sell	11,052 -584	-5%	-$24.2K	0.12%	119
2023 Q4	$469K	Sell	11,636 -2,112	-15%	-$87.3K	0.13%	100
2023 Q3	$578K	Sell	13,748 -17	-0.1%	-$751	0.19%	75
2023 Q2	$624K	Buy	13,765 +1,907	+16%	+$86.4K	0.22%	67
2023 Q1	$529K	Buy	11,858 +4,631	+64%	+$213K	0.23%	69
2022 Q4	$330K	Buy	+7,227	New	+$327K	0.17%	95