Gentry Private 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 | $441K | Buy |
7,519
+65
| +0.9% | +$3.81K | 0.34% | 62 |
|
2025
Q1 | $447K | Buy |
+7,454
| New | +$447K | 0.37% | 61 |
|
2024
Q4 | – | Sell |
-6,987
| Closed | -$357K | – | 60 |
|
2024
Q3 | $357K | Sell |
6,987
-256
| -4% | -$13.1K | 0.29% | 62 |
|
2024
Q2 | $330K | Buy |
+7,243
| New | +$330K | 0.29% | 61 |
|