A detailed history of Heritage Wealth Management, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 7,110 shares of MO stock, worth $400,577. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,110
Previous 7,165 0.77%
Holding current value
$400,577
Previous $312,000 3.53%
% of portfolio
0.18%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$40.75 - $46.83 $2,241 - $2,575
-55 Reduced 0.77%
7,110 $323,000
Q1 2024

Apr 25, 2024

BUY
$39.73 - $44.95 $284,665 - $322,066
7,165 New
7,165 $312,000
Q4 2022

Feb 13, 2023

BUY
$41.37 - $47.63 $21,677 - $24,958
524 Added 203.1%
782 $35,000
Q3 2022

Nov 14, 2022

SELL
$40.38 - $46.22 $11,831 - $13,542
-293 Reduced 53.18%
258 $10,000
Q2 2022

Aug 15, 2022

SELL
$41.5 - $56.57 $88,768 - $121,003
-2,139 Reduced 79.52%
551 $23,000
Q1 2022

Aug 15, 2022

SELL
$47.97 - $53.62 $43,173 - $48,258
-900 Reduced 25.07%
2,690 $141,000
Q3 2021

Nov 10, 2021

BUY
$45.52 - $51.04 $2,503 - $2,807
55 Added 1.56%
3,590 $163,000
Q2 2021

Aug 11, 2021

SELL
$46.31 - $52.31 $8,335 - $9,415
-180 Reduced 4.85%
3,535 $169,000
Q1 2021

Jul 16, 2021

BUY
$40.76 - $52.5 $151,423 - $195,037
3,715 New
3,715 $190,000

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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