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Whipplewood Advisors’s Altria Group MO Stock Holding History

Whipplewood Advisors’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$319K Sell
5,449
-28
-0.5% -$1.64K 0.18% 122
2025
Q1 		$328K Sell
5,477
-91
-2% -$5.45K 0.19% 111
2024
Q4 		$291K Buy
+5,568
New +$291K 0.17% 121