Mosaic Family Wealth Partners’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 | $278K | Sell |
4,737
-1,326
| -22% | -$77.7K | 0.04% | 184 |
|
|
2025
Q1 | $364K | Buy |
6,063
+2,164
| +56% | +$130K | 0.05% | 152 |
|
|
2024
Q4 | $204K | Buy |
+3,899
| New | +$204K | 0.03% | 201 |
|
|
2023
Q3 | – | Sell |
-4,419
| Closed | -$200K | – | 184 |
|
|
2023
Q2 | $200K | Buy |
+4,419
| New | +$200K | 0.04% | 180 |
|
|
2023
Q1 | – | Sell |
-4,393
| Closed | -$201K | – | 184 |
|
|
2022
Q4 | $201K | Buy |
+4,393
| New | +$201K | 0.06% | 173 |
|