Phil A. Younker & Associates’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
$963K Buy
16,432
+255
+2% +$15K 0.95% 15
2025
Q1
$971K Sell
16,177
-5,105
-24% -$306K 0.96% 14
2024
Q4
$1.11M Buy
+21,282
New +$1.11M 1.11% 11