Davidson Trust Company’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 | $710K | Sell |
12,118
-35
| -0.3% | -$2.05K | 0.33% | 78 |
|
2025
Q1 | $729K | Sell |
12,153
-560
| -4% | -$33.6K | 0.35% | 69 |
|
2024
Q4 | $665K | Buy |
12,713
+760
| +6% | +$39.7K | 0.34% | 73 |
|
2024
Q3 | $610K | Sell |
11,953
-20
| -0.2% | -$1.02K | 0.31% | 78 |
|
2024
Q2 | $545K | Buy |
+11,973
| New | +$545K | 0.38% | 75 |
|