Richard W. Paul & 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 | $942K | Sell |
16,070
-1,835
| -10% | -$108K | 0.34% | 73 |
|
|
2025
Q1 | $1.07M | Sell |
17,905
-99
| -0.5% | -$5.94K | 0.42% | 55 |
|
|
2024
Q4 | $941K | Sell |
18,004
-195
| -1% | -$10.2K | 0.34% | 76 |
|
|
2024
Q3 | $929K | Buy |
18,199
+68
| +0.4% | +$3.47K | 0.33% | 85 |
|
|
2024
Q2 | $826K | Buy |
18,131
+373
| +2% | +$17K | 0.32% | 85 |
|
|
2024
Q1 | $775K | Buy |
17,758
+1,713
| +11% | +$74.7K | 0.31% | 88 |
|
|
2023
Q4 | $647K | Buy |
16,045
+238
| +2% | +$9.6K | 0.27% | 97 |
|
|
2023
Q3 | $665K | Buy |
15,807
+2,176
| +16% | +$91.5K | 0.3% | 86 |
|
|
2023
Q2 | $617K | Buy |
13,631
+860
| +7% | +$39K | 0.27% | 99 |
|
|
2023
Q1 | $570K | Buy |
12,771
+623
| +5% | +$27.8K | 0.26% | 101 |
|
|
2022
Q4 | $555K | Buy |
+12,148
| New | +$555K | 0.28% | 95 |
|