Intergy 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
$314K Buy
5,359
+883
+20% +$51.8K 0.11% 76
2025
Q1
$269K Buy
4,476
+459
+11% +$27.5K 0.1% 81
2024
Q4
$210K Buy
+4,017
New +$210K 0.08% 87