Secure Asset Management’s Altria Group MO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
11,783
+1,767
+18% +$104K 0.13% 160
2025
Q1
$601K Sell
10,016
-996
-9% -$59.8K 0.12% 156
2024
Q4
$576K Buy
11,012
+1,292
+13% +$67.6K 0.09% 177
2024
Q3
$496K Buy
9,720
+1,461
+18% +$74.6K 0.08% 178
2024
Q2
$376K Buy
+8,259
New +$376K 0.07% 194
2020
Q1
Sell
-6,398
Closed -$319K 138
2019
Q4
$319K Buy
+6,398
New +$319K 0.22% 109