Enzi Wealth’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 | $628K | Sell |
10,863
-9
| -0.1% | -$520 | 0.23% | 33 |
|
2025
Q1 | $638K | Buy |
10,872
+1,378
| +15% | +$80.9K | 0.26% | 29 |
|
2024
Q4 | $482K | Buy |
9,494
+284
| +3% | +$14.4K | 0.18% | 39 |
|
2024
Q3 | $459K | Buy |
9,210
+169
| +2% | +$8.43K | 0.18% | 39 |
|
2024
Q2 | $417K | Hold |
9,041
| – | – | 0.18% | 40 |
|
2024
Q1 | $370K | Sell |
9,041
-356
| -4% | -$14.6K | 0.17% | 40 |
|
2023
Q4 | $378K | Buy |
+9,397
| New | +$378K | 0.18% | 39 |
|