Claris Financial’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	–	Sell	-4,449	Closed	-$233K	–	156
2025 Q1	$233K	Hold	4,449	–	–	0.15%	143
2024 Q4	$233K	Buy	+4,449	New	+$233K	0.15%	143