Altria shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Altria
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Quarterly reported holdings in Altria by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $721k | 11k | 65.82 |
| 2025-06-30 | $648k | 11k | 59.00 |
| 2025-03-31 | $691k | 12k | 59.08 |
| 2024-12-31 | $691k | 13k | 53.29 |
| 2024-09-30 | $690k | 14k | 49.80 |
| 2024-06-30 | $639k | 14k | 46.03 |
| 2024-03-31 | $622k | 14k | 43.82 |
| 2023-12-31 | $536k | 13k | 41.41 |
| 2023-09-30 | $544k | 13k | 41.97 |
| 2023-06-30 | $574k | 13k | 45.99 |
| 2023-03-31 | $579k | 13k | 46.40 |
| 2022-12-31 | $476k | 11k | 44.29 |
| 2022-09-30 | $418k | 9.4k | 44.30 |
| 2022-06-30 | $394k | 9.4k | 41.80 |
| 2022-03-31 | $520k | 9.4k | 55.18 |
| 2021-12-31 | $374k | 7.4k | 50.38 |
| 2021-09-30 | $333k | 7.4k | 45.02 |
| 2021-06-30 | $383k | 8.0k | 48.16 |
| 2021-03-31 | $346k | 7.4k | 46.48 |
| 2020-12-31 | $270k | 6.5k | 41.76 |
| 2018-06-30 | $279k | 4.9k | 56.68 |
| 2018-03-31 | $337k | 5.4k | 62.28 |
| 2017-12-31 | $451k | 6.3k | 71.34 |
More positions owned by Castle Rock Wealth Management
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