Fee-Only Financial Planning’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$697K Hold
2025
Q2
$619K Hold
2025
Q1
$633K Hold
2024
Q4
$552K Hold
2024
Q3
$539K Sell
2024
Q2
$490K Hold
2024
Q1
$469K Hold
2023
Q4
$434K Hold
2023
Q3
$452K Hold
2023
Q2
$487K Sell
2023
Q1
$480K Buy
2022
Q4
$492K Buy