Heritage Wealth Management (Ohio)’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	$485K	Sell	8,279 -984	-11%	-$57.7K	0.16%	141
2025 Q1	$556K	Sell	9,263 -382	-4%	-$22.9K	0.19%	123
2024 Q4	$504K	Buy	9,645 +17	+0.2%	+$889	0.17%	133
2024 Q3	$491K	Buy	9,628 +18	+0.2%	+$919	0.16%	138
2024 Q2	$443K	Buy	+9,610	New	+$443K	0.15%	146