Caldwell Trust’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.82M | Buy |
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|
2025
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.39M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.41M | Sell |
|
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $2.05M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2M | Sell |
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|
2021
Q1 | $2.26M | Sell |
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|
2020
Q4 | $1.89M | Sell |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $2.28M | Sell |
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|
2020
Q1 | $2.41M | Sell |
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|
2019
Q4 | $3.29M | Buy |
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