FWM
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Foresight Wealth Management’s Altria Group MO Stock Holding History

Foresight Wealth Management’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-17,783
Closed -$718K – 70
2022
Q3 		$718K Buy
17,783
+2,065
+13% +$90.1K 0.16% 56
2022
Q2 		$657K Buy
15,718
+1,222
+8% +$63.3K 0.14% 62
2022
Q1 		$757K Buy
14,496
+2,750
+23% +$140K 0.14% 60
2021
Q4 		$557K Buy
11,746
+665
+6% +$30.5K 0.01% 75
2021
Q3 		$504K Sell
11,081
-644
-5% -$31.1K 0.1% 74
2021
Q2 		$559K Buy
11,725
+1,834
+19% +$90.1K 0.12% 73
2021
Q1 		$506K Buy
9,891
+3,211
+48% +$144K 0.13% 71
2020
Q4 		$274K Buy
+6,680
New +$268K 0.07% 96

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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return