A detailed history of Forum Financial Management, LP transactions in Altria Group, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 16,097 shares of MO stock, worth $906,904. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,097
Previous 13,367 20.42%
Holding current value
$906,904
Previous $608,000 35.03%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$45.95 - $54.71 $125,443 - $149,358
2,730 Added 20.42%
16,097 $821,000
Q2 2024

Jul 30, 2024

BUY
$40.75 - $46.83 $100,774 - $115,810
2,473 Added 22.7%
13,367 $608,000
Q1 2024

May 09, 2024

SELL
$39.73 - $44.95 $70,043 - $79,246
-1,763 Reduced 13.93%
10,894 $475,000
Q4 2023

Feb 07, 2024

SELL
$39.26 - $43.19 $24,262 - $26,691
-618 Reduced 4.66%
12,657 $510,000
Q3 2023

Nov 03, 2023

BUY
$41.9 - $46.09 $77,473 - $85,220
1,849 Added 16.18%
13,275 $558,000
Q2 2023

Jul 26, 2023

BUY
$43.42 - $47.78 $31,392 - $34,544
723 Added 6.76%
11,426 $517,000
Q1 2023

Apr 19, 2023

SELL
$43.46 - $48.07 $27,553 - $30,476
-634 Reduced 5.59%
10,703 $477,000
Q4 2022

Jan 24, 2023

BUY
$41.37 - $47.63 $1,447 - $1,667
35 Added 0.31%
11,337 $0
Q3 2022

Nov 07, 2022

SELL
$40.38 - $46.22 $72,643 - $83,149
-1,799 Reduced 13.73%
11,302 $456,000
Q2 2022

Aug 15, 2022

BUY
$41.5 - $56.57 $101,882 - $138,879
2,455 Added 23.06%
13,101 $547,000
Q1 2022

May 16, 2022

BUY
$47.97 - $53.62 $335 - $375
7 Added 0.07%
10,646 $556,000
Q4 2021

Feb 18, 2022

BUY
$42.64 - $48.7 $453,646 - $518,119
10,639 New
10,639 $504,000

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 $101B
  • 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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