Altria shares owned by Caldwell Trust
Historical chart of Caldwell Trust investment in Altria
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Quarterly reported holdings in Altria by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 28k | 66.06 |
| 2021-12-31 | $1.9M | 39k | 47.39 |
| 2021-09-30 | $1.7M | 38k | 45.52 |
| 2021-06-30 | $2.0M | 42k | 47.68 |
| 2021-03-31 | $2.3M | 44k | 51.16 |
| 2020-12-31 | $1.9M | 46k | 41.00 |
| 2020-09-30 | $1.8M | 48k | 38.64 |
| 2020-06-30 | $2.3M | 58k | 39.25 |
| 2020-03-31 | $2.4M | 62k | 38.67 |
| 2019-12-31 | $3.3M | 66k | 49.91 |