Atwood & Palmer’s Altria Group MO Stock Holding History

Atwood & Palmer’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	$282K	Hold	4,808	–	–	0.02%	130
2025 Q1	$289K	Hold	4,808	–	–	0.02%	128
2024 Q4	$251K	Hold	4,808	–	–	0.02%	137
2024 Q3	$245K	Hold	4,808	–	–	0.02%	138
2024 Q2	$219K	Sell	4,808 -37	-0.8%	-$1.69K	0.02%	138
2024 Q1	$211K	Buy	4,845 +37	+0.8%	+$1.61K	0.02%	144
2023 Q4	$194K	Hold	4,808	–	–	0.02%	149
2023 Q3	$202K	Hold	4,808	–	–	0.02%	138
2023 Q2	$218K	Hold	4,808	–	–	0.02%	143
2023 Q1	$215K	Hold	4,808	–	–	0.02%	139
2022 Q4	$220K	Hold	4,808	–	–	0.02%	142
2022 Q3	$194K	Hold	4,808	–	–	0.02%	141
2022 Q2	$201K	Sell	4,808 -350	-7%	-$14.6K	0.02%	138
2022 Q1	$270K	Sell	5,158 -9,000	-64%	-$471K	0.02%	130
2021 Q4	$671K	Sell	14,158 -250	-2%	-$11.8K	0.06%	102
2021 Q3	$656K	Hold	14,408	–	–	0.06%	92
2021 Q2	$687K	Sell	14,408 -114	-0.8%	-$5.44K	0.06%	92
2021 Q1	$743K	Buy	14,522 +114	+0.8%	+$5.83K	0.07%	87
2020 Q4	$591K	Buy	14,408 +808	+6%	+$33.1K	0.06%	93
2020 Q3	$526K	Hold	13,600	–	–	0.07%	86
2020 Q2	$534K	Hold	13,600	–	–	0.07%	81
2020 Q1	$526K	Hold	13,600	–	–	0.08%	81
2019 Q4	$679K	Hold	13,600	–	–	0.09%	74
2019 Q3	$556K	Hold	13,600	–	–	0.07%	84
2019 Q2	$644K	Hold	13,600	–	–	0.09%	80
2019 Q1	$781K	Hold	13,600	–	–	0.11%	73
2018 Q4	$672K	Hold	13,600	–	–	0.11%	75
2018 Q3	$820K	Hold	13,600	–	–	0.11%	72
2018 Q2	$772K	Sell	13,600 -5,000	-27%	-$284K	0.11%	70
2018 Q1	$1.16M	Buy	18,600 +300	+2%	+$18.7K	0.17%	64
2017 Q4	$1.31M	Sell	18,300 -100	-0.5%	-$7.14K	0.18%	63
2017 Q3	$1.17M	Hold	18,400	–	–	0.17%	64
2017 Q2	$1.37M	Buy	18,400 +500	+3%	+$37.2K	0.21%	60
2017 Q1	$1.28M	Hold	17,900	–	–	0.2%	59
2016 Q4	$1.21M	Hold	17,900	–	–	0.22%	56
2016 Q3	$1.13M	Hold	17,900	–	–	0.21%	56
2016 Q2	$1.23M	Hold	17,900	–	–	0.22%	58
2016 Q1	$1.12M	Sell	17,900 -4,750	-21%	-$298K	0.2%	61
2015 Q4	$1.32M	Hold	22,650	–	–	0.25%	62
2015 Q3	$1.23M	Hold	22,650	–	–	0.24%	62
2015 Q2	$1.11M	Hold	22,650	–	–	0.2%	69
2015 Q1	$1.13M	Sell	22,650 -2,851	-11%	-$143K	0.2%	70
2014 Q4	$1.26M	Buy	25,501 +5,001	+24%	+$247K	0.23%	59
2014 Q3	$941K	Buy	20,500 +2,300	+13%	+$106K	0.18%	70
2014 Q2	$763K	Sell	18,200 -2,557	-12%	-$107K	0.2%	69
2014 Q1	$777K	Hold	20,757	–	–	0.18%	58
2013 Q4	$797K	Hold	20,757	–	–	0.2%	52
2013 Q3	$713K	Buy	20,757 +650	+3%	+$22.3K	0.2%	54
2013 Q2	$704K	Buy	+20,107	New	+$704K	0.19%	57