Holistic Financial Partners’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$341K Buy
2019
Q4
Sell
2019
Q3
$208K Sell
2019
Q2
$241K Buy
2019
Q1
$288K Buy
2018
Q4
$207K Buy
2018
Q3
$224K Buy
2018
Q2
Sell
2018
Q1
$213K Buy
2017
Q4
$241K Buy