Vertex Planning 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
$224K Buy
3,828
+3
+0.1% +$176 0.05% 172
2025
Q1
$230K Sell
3,825
-10
-0.3% -$600 0.05% 171
2024
Q4
$201K Buy
+3,835
New +$201K 0.04% 181