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