Forthright Family Wealth Advisory’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 | $293K | Hold |
5,000
| – | – | 0.19% | 45 |
|
|
2025
Q1 | $300K | Hold |
5,000
| – | – | 0.2% | 44 |
|
|
2024
Q4 | $261K | Hold |
5,000
| – | – | 0.17% | 48 |
|
|
2024
Q3 | $287K | Hold |
5,000
| – | – | 0.18% | 48 |
|
|
2024
Q2 | $228K | Hold |
5,000
| – | – | 0.15% | 62 |
|
|
2024
Q1 | $218K | Hold |
5,000
| – | – | 0.15% | 58 |
|
|
2023
Q4 | $202K | Buy |
+5,000
| New | +$202K | 0.16% | 50 |
|