Precedent 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	$1.8M	Buy	30,748 +3,476	+13%	+$204K	0.44%	68
2025 Q1	$1.64M	Buy	27,272 +4,302	+19%	+$258K	0.45%	65
2024 Q4	$1.2M	Sell	22,970 -331	-1%	-$17.3K	0.39%	75
2024 Q3	$1.19M	Buy	+23,301	New	+$1.19M	0.39%	70