Cherry Tree Wealth Management’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$105K Sell
2025
Q1
$160K Sell
2024
Q4
$145K Hold
2024
Q3
$141K Hold
2024
Q2
$126K Sell
2024
Q1
$146K Hold
2023
Q4
$135K Hold
2023
Q3
$141K Hold
2023
Q2
$152K Buy