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Private Client Services’s Altria Group MO Stock Holding History

Private Client Services’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$501K Buy
8,543
+3,340
+64% +$196K 0.2% 111
2025
Q1 		$312K Buy
5,203
+63
+1% +$3.78K 0.15% 126
2024
Q4 		$269K Sell
5,140
-51
-1% -$2.67K 0.14% 136
2024
Q3 		$265K Buy
+5,191
New +$265K 0.14% 132