Triad Wealth Partners’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 | $576K | Buy |
9,828
+307
| +3% | +$18K | 0.12% | 137 |
|
|
2025
Q1 | $571K | Buy |
9,521
+3,778
| +66% | +$227K | 0.18% | 96 |
|
|
2024
Q4 | $300K | Buy |
+5,743
| New | +$300K | 0.11% | 135 |
|
|
2024
Q3 | – | Sell |
-4,435
| Closed | -$202K | – | 576 |
|
|
2024
Q2 | $202K | Buy |
+4,435
| New | +$202K | 0.11% | 93 |
|