Morris Financial Concepts’s Altria Group MO Stock Holding History

Morris Financial Concepts’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$336K	Buy
2025 Q2	$205K	Hold
2025 Q1	$209K	Buy
2023 Q3	–	Sell
2023 Q2	$234K	Hold
2023 Q1	$230K	Sell
2022 Q4	$242K	Buy
2022 Q3	–	Sell
2022 Q2	$222K	Buy
2022 Q1	$248K	Sell
2021 Q4	$252K	Buy