Richard C. Young & Co’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 | $16.7M | Buy |
284,937
+4,822
| +2% | +$283K | 1.65% | 27 |
|
|
2025
Q1 | $16.8M | Buy |
280,115
+9,621
| +4% | +$577K | 1.81% | 23 |
|
|
2024
Q4 | $14.1M | Buy |
270,494
+6,462
| +2% | +$338K | 1.54% | 33 |
|
|
2024
Q3 | $13.5M | Buy |
+264,032
| New | +$13.5M | 1.47% | 32 |
|
|
2015
Q1 | – | Sell |
-184,981
| Closed | -$9.11M | – | 71 |
|
|
2014
Q4 | $9.11M | Sell |
184,981
-3,426
| -2% | -$169K | 1.93% | 18 |
|
|
2014
Q3 | $8.66M | Sell |
188,407
-7,840
| -4% | -$360K | 1.85% | 25 |
|
|
2014
Q2 | $8.23M | Sell |
196,247
-4,172
| -2% | -$175K | 1.67% | 31 |
|
|
2014
Q1 | $7.5M | Sell |
200,419
-7,102
| -3% | -$266K | 1.59% | 32 |
|
|
2013
Q4 | $7.97M | Buy |
207,521
+792
| +0.4% | +$30.4K | 1.73% | 27 |
|
|
2013
Q3 | $7.1M | Buy |
206,729
+5,741
| +3% | +$197K | 1.61% | 32 |
|
|
2013
Q2 | $7.03M | Buy |
+200,988
| New | +$7.03M | 1.75% | 28 |
|