A detailed history of Ep Wealth Advisors, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 81,119 shares of MO stock, worth $4.18 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
81,119
Previous 38,045 113.22%
Holding current value
$4.18 Million
Previous $1.73 Million 139.03%
% of portfolio
0.04%
Previous 0.02%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$45.95 - $54.71 $1.98 Million - $2.36 Million
43,074 Added 113.22%
81,119 $4.14 Million
Q2 2024

Aug 19, 2024

BUY
$40.75 - $46.83 $31,296 - $35,965
768 Added 2.06%
38,045 $1.73 Million
Q1 2024

May 14, 2024

BUY
$39.73 - $44.95 $125,189 - $141,637
3,151 Added 9.23%
37,277 $1.63 Million
Q4 2023

Feb 28, 2024

SELL
$39.26 - $43.19 $217,932 - $239,747
-5,551 Reduced 13.99%
34,126 $1.38 Million
Q3 2023

Nov 22, 2023

BUY
$41.9 - $46.09 $393,482 - $432,831
9,391 Added 31.01%
39,677 $1.67 Million
Q2 2023

Aug 14, 2023

BUY
$43.42 - $47.78 $1.02 Million - $1.13 Million
23,603 Added 353.18%
30,286 $1.37 Million
Q1 2023

Jun 05, 2023

SELL
$43.46 - $48.07 $1.2 Million - $1.33 Million
-27,647 Reduced 80.53%
6,683 $298,000
Q4 2022

Jun 12, 2023

BUY
$41.37 - $47.63 $957,094 - $1.1 Million
23,135 Added 346.18%
29,818 $1.36 Million
Q3 2022

Dec 02, 2022

BUY
$40.38 - $46.22 $168,142 - $192,460
4,164 Added 13.8%
34,330 $1.39 Million
Q2 2022

Aug 11, 2022

BUY
$41.5 - $56.57 $52,622 - $71,730
1,268 Added 4.39%
30,166 $1.26 Million
Q1 2022

May 20, 2022

BUY
$47.97 - $53.62 $4,940 - $5,522
103 Added 0.36%
28,898 $1.51 Million
Q4 2021

Feb 17, 2022

BUY
$42.64 - $48.7 $12,152 - $13,879
285 Added 1.0%
28,795 $1.37 Million
Q3 2021

Nov 23, 2021

BUY
$45.52 - $51.04 $1.23 Million - $1.38 Million
26,947 Added 1724.06%
28,510 $1.3 Million
Q3 2021

Nov 16, 2021

SELL
$45.52 - $51.04 $1.24 Million - $1.39 Million
-27,230 Reduced 94.57%
1,563 $1.3 Million
Q2 2021

Aug 24, 2021

BUY
$46.31 - $52.31 $113,459 - $128,159
2,450 Added 9.3%
28,793 $1.37 Million
Q1 2021

May 17, 2021

SELL
$40.76 - $52.5 $80,990 - $104,317
-1,987 Reduced 7.01%
26,343 $1.35 Million
Q4 2020

Feb 18, 2021

BUY
$36.08 - $43.78 $220,088 - $267,058
6,100 Added 27.44%
28,330 $1.16 Million
Q3 2020

Nov 17, 2020

BUY
$37.93 - $44.04 $1,441 - $1,673
38 Added 0.17%
22,230 $859,000
Q2 2020

Aug 14, 2020

SELL
$35.1 - $42.83 $45,630 - $55,679
-1,300 Reduced 5.53%
22,192 $871,000
Q1 2020

May 18, 2020

BUY
$31.38 - $51.25 $239,492 - $391,140
7,632 Added 48.12%
23,492 $908,000
Q4 2019

Feb 14, 2020

SELL
$40.21 - $51.55 $27,141 - $34,796
-675 Reduced 4.08%
15,860 $792,000
Q3 2019

Nov 18, 2019

SELL
$40.12 - $50.53 $7,863 - $9,903
-196 Reduced 1.17%
16,535 $676,000
Q2 2019

Aug 27, 2019

BUY
$47.35 - $57.73 $95,836 - $116,845
2,024 Added 13.76%
16,731 $792,000
Q1 2019

May 20, 2019

SELL
$43.33 - $57.43 $55,505 - $73,567
-1,281 Reduced 8.01%
14,707 $845,000
Q4 2018

Feb 19, 2019

BUY
$47.56 - $65.87 $64,491 - $89,319
1,356 Added 9.27%
15,988 $790,000
Q3 2018

Nov 15, 2018

BUY
$55.87 - $63.43 $187,220 - $212,553
3,351 Added 29.7%
14,632 $882,000
Q2 2018

Aug 14, 2018

SELL
$54.52 - $64.54 $116,563 - $137,986
-2,138 Reduced 15.93%
11,281 $641,000
Q1 2018

May 15, 2018

BUY
$59.27 - $71.56 $80,310 - $96,963
1,355 Added 11.23%
13,419 $836,000
Q4 2017

Feb 15, 2018

SELL
$62.55 - $73.9 $11,008 - $13,006
-176 Reduced 1.44%
12,064 $861,000
Q3 2017

Nov 15, 2017

SELL
$61.22 - $65.99 $79,279 - $85,457
-1,295 Reduced 9.57%
12,240 $776,000
Q2 2017

Aug 17, 2017

BUY
N/A
13,535
13,535 $1.01 Million

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 $92.3B
  • 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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