Confluence Wealth Services’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
$2.87M Sell
2025
Q1
$2.96M Buy
2024
Q4
$2.57M Buy
2024
Q3
$2.54M Buy
2024
Q2
$2.24M Buy
2024
Q1
$2.08M Buy
2023
Q4
$1.77M Buy
2023
Q3
$1.7M Sell
2023
Q2
$1.96M Sell
2023
Q1
$1.94M Sell
2022
Q4
$2.16M Buy
2022
Q3
$1.41M Sell
2022
Q2
$1.67M Buy
2022
Q1
$1.83M Sell
2021
Q4
$1.8M Buy