Retirement Planning Company of New England’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
$264K Buy
4,505
+119
+3% +$6.98K 0.12% 194
2025
Q1
$263K Buy
4,386
+146
+3% +$8.76K 0.13% 187
2024
Q4
$222K Sell
4,240
-10
-0.2% -$523 0.11% 213
2024
Q3
$217K Buy
+4,250
New +$217K 0.11% 207
2022
Q2
Sell
-4,104
Closed -$214K 226
2022
Q1
$214K Sell
4,104
-452
-10% -$23.6K 0.12% 212
2021
Q4
$215K Buy
+4,556
New +$215K 0.1% 209