SIMA Wealth Partners’s Altria Group MO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$274K Buy
2025
Q4
$234K Hold
2025
Q3
$268K Sell
2025
Q2
$265K Sell
2025
Q1
$519K Sell
2024
Q4
$462K Buy
2024
Q3
$149K Hold
2024
Q2
$133K Buy