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Delap Wealth Advisory’s Altria Group MO Stock Holding History

Delap Wealth Advisory’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,095
Closed -$266K – 228
2024
Q1 		$266K Buy
+6,095
New +$266K 0.11% 180