Diversify Advisory Services’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
$5.14M Buy
77,878
+10,252
+15% +$677K 0.2% 84
2025
Q1
$3.97M Buy
67,626
+3,582
+6% +$211K 0.25% 65
2024
Q4
$3.26M Sell
64,044
-1,205
-2% -$61.3K 0.18% 78
2024
Q3
$3.27M Buy
65,249
+5,414
+9% +$271K 0.18% 106
2024
Q2
$2.79M Sell
59,835
-1,075
-2% -$50.2K 0.15% 118
2024
Q1
$2.63M Buy
+60,910
New +$2.63M 0.16% 136