Avantax Planning Partners, Inc. Altria Group, Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Altria Group, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 112,336 shares of MO stock, worth $6.28 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

112,336

Previous 141,575 20.65%

Holding current value

$6.28 Million

Previous $6.45 Million 11.09%

% of portfolio

0.21%

Previous 0.21%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$45.95 - $54.71 $1.34 Million - $1.6 Million	-29,239 Reduced 20.65%	112,336 $5.73 Million
Q2 2024 Aug 09, 2024	BUY	$40.75 - $46.83 $134,923 - $155,054	3,311 Added 2.39%	141,575 $6.45 Million
Q1 2024 May 02, 2024	BUY	$39.73 - $44.95 $2.76 Million - $3.13 Million	69,537 Added 101.18%	138,264 $6.03 Million
Q4 2023 Feb 09, 2024	SELL	$39.26 - $43.19 $125,946 - $138,553	-3,208 Reduced 4.46%	68,727 $2.77 Million
Q3 2023 Nov 03, 2023	SELL	$41.9 - $46.09 $29,288 - $32,216	-699 Reduced 0.96%	71,935 $3.02 Million
Q2 2023 Jul 17, 2023	BUY	$43.42 - $47.78 $36,993 - $40,708	852 Added 1.19%	72,634 $3.29 Million
Q1 2023 Apr 20, 2023	SELL	$43.46 - $48.07 $19,904 - $22,016	-458 Reduced 0.63%	71,782 $3.2 Million
Q4 2022 Feb 09, 2023	SELL	$41.37 - $47.63 $52,705 - $60,680	-1,274 Reduced 1.73%	72,240 $3.3 Million
Q3 2022 Oct 14, 2022	BUY	$40.38 - $46.22 $196,771 - $225,230	4,873 Added 7.1%	73,514 $2.97 Million
Q2 2022 Jul 18, 2022	BUY	$41.5 - $56.57 $246,800 - $336,421	5,947 Added 9.49%	68,641 $2.87 Million
Q1 2022 May 09, 2022	BUY	$47.97 - $53.62 $535,776 - $598,881	11,169 Added 21.68%	62,694 $3.28 Million
Q4 2021 Jan 28, 2022	SELL	$42.64 - $48.7 $300,100 - $342,750	-7,038 Reduced 12.02%	51,525 $2.44 Million
Q3 2021 Oct 27, 2021	SELL	$45.52 - $51.04 $8,785 - $9,850	-193 Reduced 0.33%	58,563 $2.67 Million
Q2 2021 Aug 10, 2021	BUY	$46.31 - $52.31 $249,888 - $282,264	5,396 Added 10.11%	58,756 $2.8 Million
Q1 2021 May 06, 2021	SELL	$40.76 - $52.5 $514,635 - $662,865	-12,626 Reduced 19.13%	53,360 $2.73 Million
Q4 2020 Feb 04, 2021	SELL	$36.08 - $43.78 $291,382 - $353,567	-8,076 Reduced 10.9%	65,986 $2.71 Million
Q3 2020 Oct 28, 2020	SELL	$37.93 - $44.04 $88,566 - $102,833	-2,335 Reduced 3.06%	74,062 $2.86 Million
Q2 2020 Jul 15, 2020	BUY	$35.1 - $42.83 $1.26 Million - $1.54 Million	35,945 Added 88.86%	76,397 $3 Million
Q1 2020 Apr 27, 2020	SELL	$31.38 - $51.25 $233,843 - $381,915	-7,452 Reduced 15.56%	40,452 $1.56 Million
Q4 2019 Jan 15, 2020	SELL	$40.21 - $51.55 $85,003 - $108,976	-2,114 Reduced 4.23%	47,904 $2.39 Million
Q3 2019 Nov 08, 2019	BUY	$40.12 - $50.53 $127,902 - $161,089	3,188 Added 6.81%	50,018 $2.05 Million
Q2 2019 Aug 07, 2019	BUY	$47.35 - $57.73 $127,608 - $155,582	2,695 Added 6.11%	46,830 $2.3 Million
Q1 2019 May 08, 2019	BUY	$43.33 - $57.43 $363,192 - $481,378	8,382 Added 23.44%	44,135 $2.54 Million
Q4 2018 Feb 14, 2019	SELL	$47.56 - $65.87 $87,510 - $121,200	-1,840 Reduced 4.89%	35,753 $1.77 Million
Q3 2018 Nov 13, 2018	BUY	$55.87 - $63.43 $45,925 - $52,139	822 Added 2.24%	37,593 $2.27 Million
Q2 2018 Aug 13, 2018	SELL	$54.52 - $64.54 $41,653 - $49,308	-764 Reduced 2.04%	36,771 $2.09 Million
Q1 2018 May 15, 2018	SELL	$59.27 - $71.56 $67,508 - $81,506	-1,139 Reduced 2.95%	37,535 $2.34 Million
Q4 2017 Feb 09, 2018	SELL	$62.55 - $73.9 $1.32 Million - $1.56 Million	-21,049 Reduced 35.24%	38,674 $2.76 Million
Q3 2017 Oct 19, 2017	BUY	$61.22 - $65.99 $3.66 Million - $3.94 Million	59,723	59,723 $3.79 Million

Others Institutions Holding MO

# of Institutions

2,223

Shares Held

999M

Call Options Held

12.2M

Put Options Held

14.7M

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About ALTRIA GROUP, INC.

Ticker MO
Exchange NYSE
Sector Consumer Defensive
Industry Tobacco
Shares Outstandng 1,792,169,984
Market Cap $100B
Description
Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Hu...

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Avantax Planning Partners, Inc. Altria Group, Inc. Transaction History