A detailed history of Evercore Wealth Management, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 11,954 shares of MO stock, worth $628,780. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,954
Previous 11,860 0.79%
Holding current value
$628,780
Previous $540,000 12.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$45.95 - $54.71 $4,319 - $5,142
94 Added 0.79%
11,954 $610,000
Q2 2024

Aug 14, 2024

SELL
$40.75 - $46.83 $20,375 - $23,415
-500 Reduced 4.05%
11,860 $540,000
Q1 2024

May 15, 2024

SELL
$39.73 - $44.95 $6,952 - $7,866
-175 Reduced 1.4%
12,360 $539,000
Q4 2023

Feb 14, 2024

BUY
$39.26 - $43.19 $5,417 - $5,960
138 Added 1.11%
12,535 $505,000
Q3 2023

Nov 14, 2023

SELL
$41.9 - $46.09 $26,816 - $29,497
-640 Reduced 4.91%
12,397 $521,000
Q2 2023

Aug 04, 2023

SELL
$43.42 - $47.78 $173,376 - $190,785
-3,993 Reduced 23.45%
13,037 $590,000
Q1 2023

May 15, 2023

BUY
$43.46 - $48.07 $54,846 - $60,664
1,262 Added 8.0%
17,030 $759,000
Q4 2022

Feb 14, 2023

SELL
$41.37 - $47.63 $9,184 - $10,573
-222 Reduced 1.39%
15,768 $720,000
Q2 2022

Aug 15, 2022

SELL
$41.5 - $56.57 $24,900 - $33,942
-600 Reduced 3.62%
15,990 $668,000
Q1 2022

May 16, 2022

SELL
$47.97 - $53.62 $4,797 - $5,362
-100 Reduced 0.6%
16,590 $867,000
Q4 2021

Feb 14, 2022

SELL
$42.64 - $48.7 $63,960 - $73,050
-1,500 Reduced 8.25%
16,690 $791,000
Q3 2021

Nov 15, 2021

SELL
$45.52 - $51.04 $221,227 - $248,054
-4,860 Reduced 21.08%
18,190 $828,000
Q2 2021

Aug 16, 2021

SELL
$46.31 - $52.31 $4,121 - $4,655
-89 Reduced 0.38%
23,050 $1.1 Million
Q1 2021

May 17, 2021

SELL
$40.76 - $52.5 $3,790 - $4,882
-93 Reduced 0.4%
23,139 $1.18 Million
Q4 2020

Feb 16, 2021

BUY
$36.08 - $43.78 $23,091 - $28,019
640 Added 2.83%
23,232 $953,000
Q3 2020

Nov 16, 2020

SELL
$37.93 - $44.04 $5,613 - $6,517
-148 Reduced 0.65%
22,592 $873,000
Q2 2020

Aug 13, 2020

SELL
$35.1 - $42.83 $136,890 - $167,037
-3,900 Reduced 14.64%
22,740 $892,000
Q1 2020

May 14, 2020

SELL
$31.38 - $51.25 $70,887 - $115,773
-2,259 Reduced 7.82%
26,640 $1.03 Million
Q4 2019

Feb 13, 2020

SELL
$40.21 - $51.55 $26,176 - $33,559
-651 Reduced 2.2%
28,899 $1.44 Million
Q3 2019

Nov 14, 2019

SELL
$40.12 - $50.53 $865,308 - $1.09 Million
-21,568 Reduced 42.19%
29,550 $1.21 Million
Q2 2019

Aug 13, 2019

BUY
$47.35 - $57.73 $424,445 - $517,491
8,964 Added 21.26%
51,118 $2.42 Million
Q1 2019

May 14, 2019

SELL
$43.33 - $57.43 $304,696 - $403,847
-7,032 Reduced 14.3%
42,154 $2.42 Million
Q4 2018

Feb 13, 2019

SELL
$47.56 - $65.87 $74,193 - $102,757
-1,560 Reduced 3.07%
49,186 $2.43 Million
Q3 2018

Nov 13, 2018

SELL
$55.87 - $63.43 $727,930 - $826,429
-13,029 Reduced 20.43%
50,746 $3.06 Million
Q2 2018

Aug 14, 2018

BUY
$54.52 - $64.54 $83,306 - $98,617
1,528 Added 2.45%
63,775 $3.62 Million
Q1 2018

May 15, 2018

SELL
$59.27 - $71.56 $86,830 - $104,835
-1,465 Reduced 2.3%
62,247 $3.88 Million
Q4 2017

Feb 13, 2018

SELL
$62.55 - $73.9 $6,255 - $7,390
-100 Reduced 0.16%
63,712 $4.55 Million
Q3 2017

Nov 13, 2017

BUY
$61.22 - $65.99 $3.91 Million - $4.21 Million
63,812
63,812 $4.05 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 $94.3B
  • 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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