Forum Financial Management’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
$1.43M Sell
2025
Q2
$1.29M Buy
2025
Q1
$1.25M Sell
2024
Q4
$1.13M Buy
2024
Q3
$822K Buy
2024
Q2
$609K Buy
2024
Q1
$475K Sell
2023
Q4
$511K Sell
2023
Q3
$558K Buy
2023
Q2
$518K Buy
2023
Q1
$478K Sell
2022
Q4
$518K Buy
2022
Q3
$456K Sell
2022
Q2
$547K Buy
2022
Q1
$556K Buy
2021
Q4
$504K Buy