A detailed history of Bergan Kdv Wealth Management, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,034 shares of MO stock, worth $113,761. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,034
Previous 2,191 7.17%
Holding current value
$113,761
Previous $97,000 5.15%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$43.42 - $47.78 $6,816 - $7,501
-157 Reduced 7.17%
2,034 $92,000
Q1 2023

Apr 27, 2023

BUY
$43.46 - $48.07 $17,862 - $19,756
411 Added 23.09%
2,191 $97,000
Q4 2022

Jan 31, 2023

SELL
$41.37 - $47.63 $11,955 - $13,765
-289 Reduced 13.97%
1,780 $81,000
Q3 2022

Oct 24, 2022

SELL
$40.38 - $46.22 $24,672 - $28,240
-611 Reduced 22.8%
2,069 $84,000
Q2 2022

Jul 13, 2022

BUY
$41.5 - $56.57 $1,079 - $1,470
26 Added 0.98%
2,680 $112,000
Q1 2022

May 09, 2022

SELL
$47.97 - $53.62 $108,604 - $121,395
-2,264 Reduced 46.03%
2,654 $139,000
Q4 2021

Jan 28, 2022

BUY
$42.64 - $48.7 $132,141 - $150,921
3,099 Added 170.37%
4,918 $233,000
Q3 2021

Nov 12, 2021

SELL
$45.52 - $51.04 $7,874 - $8,829
-173 Reduced 8.68%
1,819 $83,000
Q2 2021

Aug 10, 2021

BUY
$46.31 - $52.31 $11,531 - $13,025
249 Added 14.29%
1,992 $95,000
Q1 2021

May 11, 2021

BUY
$40.76 - $52.5 $1,345 - $1,732
33 Added 1.93%
1,743 $89,000
Q4 2020

Feb 04, 2021

BUY
$36.08 - $43.78 $2,164 - $2,626
60 Added 3.64%
1,710 $70,000
Q3 2020

Nov 05, 2020

SELL
$37.93 - $44.04 $11,947 - $13,872
-315 Reduced 16.03%
1,650 $64,000
Q2 2020

Aug 13, 2020

SELL
$35.1 - $42.83 $2,176 - $2,655
-62 Reduced 3.06%
1,965 $77,000
Q1 2020

Apr 24, 2020

SELL
$31.38 - $51.25 $2,447 - $3,997
-78 Reduced 3.71%
2,027 $78,000
Q4 2019

Feb 10, 2020

BUY
$40.21 - $51.55 $9,529 - $12,217
237 Added 12.69%
2,105 $105,000
Q3 2019

Nov 08, 2019

SELL
$40.12 - $50.53 $23,991 - $30,216
-598 Reduced 24.25%
1,868 $76,000
Q2 2019

Aug 12, 2019

BUY
$47.35 - $57.73 $3,645 - $4,445
77 Added 3.22%
2,466 $117,000
Q1 2019

May 09, 2019

BUY
$43.33 - $57.43 $8,666 - $11,486
200 Added 9.14%
2,389 $137,000
Q4 2018

Feb 01, 2019

BUY
$47.56 - $65.87 $5,945 - $8,233
125 Added 6.06%
2,189 $108,000
Q3 2018

Nov 09, 2018

SELL
$55.87 - $63.43 $5,587 - $6,343
-100 Reduced 4.62%
2,064 $124,000
Q2 2018

Jul 23, 2018

BUY
$54.52 - $64.54 $117,981 - $139,664
2,164 New
2,164 $123,000

Others Institutions Holding MO

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...
More about MO
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