Commonwealth Retirement Investments’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
$6.5M Sell
110,937
-8,845
-7% -$519K 2.47% 11
2025
Q1
$7.19M Buy
119,782
+1,973
+2% +$118K 2.92% 10
2024
Q4
$6.16M Sell
117,809
-583
-0.5% -$30.5K 2.54% 11
2024
Q3
$6.04M Buy
118,392
+1,208
+1% +$61.7K 2.53% 11
2024
Q2
$5.34M Sell
117,184
-11,419
-9% -$520K 2.44% 11
2024
Q1
$5.61M Buy
128,603
+49,268
+62% +$2.15M 2.68% 12
2023
Q4
$3.2M Sell
79,335
-42,290
-35% -$1.71M 1.7% 18
2023
Q3
$5.11M Buy
121,625
+4,577
+4% +$192K 2.95% 13
2023
Q2
$5.3M Buy
+117,048
New +$5.3M 2.96% 12