Capital Square, LLC MO Holdings History

Number of Shares
62,766.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
2.21%
Total Estimate Gain
$750,022.89
% of Total Estimate Gain
20.56%

Capital Square, LLC's Altria Group Inc Holding Summary

As of 2025-03-31, Capital Square, LLC held 62,766.00 shares of Altria Group Inc(MO), totaling $3.77 Mil. This investment constitutes 2.21% of their stock portfolio, and Capital Square, LLC now holds 0% of the outstanding Altria Group Inc(MO) stock.

The initial trade took place in 2019Q4. And since then Capital Square, LLC has made 12 purchases of MO, at an average price of $47.30, for a total of 77,127.00 shares. In addition, there have been 9 sales at an average price of $46.45 for 14,361.00 shares. Based on historical transaction data and MO's current price of $59.44, Capital Square, LLC's estimated gain on his MO holdings is $750,022.89, reflecting a 20.56% gain to date.

Capital Square, LLC MO ($59.44) Holding Chart

Capital Square, LLC MO ($59.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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