Cornerstone Planning Group’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
$141K Sell
2,262
-84
-4% -$5.25K 0.03% 108
2025
Q1
$137K Buy
2,346
+1,066
+83% +$62.4K 0.03% 116
2024
Q4
$68.4K Buy
1,280
+60
+5% +$3.21K 0.02% 148
2024
Q3
$61K Sell
1,220
-1,906
-61% -$95.2K 0.02% 168
2024
Q2
$154K Buy
3,126
+2,599
+493% +$128K 0.04% 97
2024
Q1
$23K Buy
527
+2
+0.4% +$87 0.01% 276
2023
Q4
$21.2K Sell
525
-231
-31% -$9.33K 0.01% 311
2023
Q3
$31.8K Sell
756
-455
-38% -$19.1K 0.01% 245
2023
Q2
$54.9K Buy
+1,211
New +$54.9K 0.02% 226
2022
Q4
$85.9K Buy
+1,927
New +$85.9K 0.04% 179