Heritage Family Offices’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
$438K Hold
7,530
0.22% 100
2025
Q1
$452K Hold
7,530
0.23% 97
2024
Q4
$394K Buy
7,530
+420
+6% +$22K 0.2% 103
2024
Q3
$363K Hold
7,110
0.19% 110
2024
Q2
$324K Buy
+7,110
New +$324K 0.18% 110