Shum Financial Group’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$324K Sell
5,399
-118
-2% -$7.08K 0.28% 79
2024
Q4
$291K Sell
5,517
-764
-12% -$40.4K 0.25% 79
2024
Q3
$340K Buy
+6,281
New +$340K 0.28% 78