A detailed history of Institute For Wealth Management, Llc. transactions in Altria Group, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 4,963 shares of MO stock, worth $277,580. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,963
Previous 5,071 2.13%
Holding current value
$277,580
Previous $230,000 10.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$45.95 - $54.71 $4,962 - $5,908
-108 Reduced 2.13%
4,963 $253,000
Q2 2024

Jul 25, 2024

BUY
$40.75 - $46.83 $366 - $421
9 Added 0.18%
5,071 $230,000
Q1 2024

Apr 30, 2024

SELL
$39.73 - $44.95 $5,125 - $5,798
-129 Reduced 2.49%
5,062 $220,000
Q4 2023

Jan 31, 2024

BUY
$39.26 - $43.19 $6,085 - $6,694
155 Added 3.08%
5,191 $209,000
Q3 2023

Oct 13, 2023

BUY
$41.9 - $46.09 $17,388 - $19,127
415 Added 8.98%
5,036 $211,000
Q2 2023

Jul 25, 2023

SELL
$43.42 - $47.78 $2,778 - $3,057
-64 Reduced 1.37%
4,621 $209,000
Q1 2023

Apr 20, 2023

SELL
$43.46 - $48.07 $102,348 - $113,204
-2,355 Reduced 33.45%
4,685 $209,000
Q4 2022

Feb 02, 2023

BUY
$41.37 - $47.63 $16,961 - $19,528
410 Added 6.18%
7,040 $321,000
Q3 2022

Oct 18, 2022

BUY
$40.38 - $46.22 $201 - $231
5 Added 0.08%
6,630 $268,000
Q2 2022

Jul 25, 2022

SELL
$41.5 - $56.57 $19,380 - $26,418
-467 Reduced 6.58%
6,625 $277,000
Q1 2022

Apr 29, 2022

BUY
$47.97 - $53.62 $287 - $321
6 Added 0.08%
7,092 $371,000
Q4 2021

Jan 21, 2022

BUY
$42.64 - $48.7 $213 - $243
5 Added 0.07%
7,086 $336,000
Q3 2021

Nov 15, 2021

BUY
$45.52 - $51.04 $2,549 - $2,858
56 Added 0.8%
7,081 $322,000
Q2 2021

Jul 21, 2021

SELL
$46.31 - $52.31 $2,176 - $2,458
-47 Reduced 0.66%
7,025 $335,000
Q1 2021

May 04, 2021

BUY
$40.76 - $52.5 $244 - $315
6 Added 0.08%
7,072 $362,000
Q4 2020

Feb 01, 2021

SELL
$36.08 - $43.78 $44,522 - $54,024
-1,234 Reduced 14.87%
7,066 $290,000
Q3 2020

Nov 03, 2020

SELL
$37.93 - $44.04 $328,511 - $381,430
-8,661 Reduced 51.06%
8,300 $321,000
Q2 2020

Jul 30, 2020

SELL
$35.1 - $42.83 $83,502 - $101,892
-2,379 Reduced 12.3%
16,961 $666,000
Q1 2020

Apr 29, 2020

BUY
$31.38 - $51.25 $25,417 - $41,512
810 Added 4.37%
19,340 $748,000
Q4 2019

Feb 27, 2020

BUY
$40.21 - $51.55 $707,897 - $907,537
17,605 Added 1903.24%
18,530 $925,000
Q4 2019

Jan 27, 2020

SELL
$40.21 - $51.55 $687,028 - $880,783
-17,086 Reduced 94.86%
925 $925,000
Q3 2019

Oct 28, 2019

SELL
$40.12 - $50.53 $137,210 - $172,812
-3,420 Reduced 15.96%
18,011 $737,000
Q2 2019

Aug 02, 2019

BUY
$47.35 - $57.73 $6,155 - $7,504
130 Added 0.61%
21,431 $1.02 Million
Q1 2019

May 15, 2019

BUY
$43.33 - $57.43 $16,898 - $22,397
390 Added 1.87%
21,301 $1.22 Million
Q4 2018

Feb 08, 2019

SELL
$47.56 - $65.87 $64,776 - $89,714
-1,362 Reduced 6.12%
20,911 $1.03 Million
Q3 2018

Oct 29, 2018

SELL
$55.87 - $63.43 $89,559 - $101,678
-1,603 Reduced 6.71%
22,273 $1.35 Million
Q2 2018

Aug 10, 2018

BUY
$54.52 - $64.54 $153,800 - $182,067
2,821 Added 13.4%
23,876 $1.35 Million
Q1 2018

May 15, 2018

BUY
$59.27 - $71.56 $85,111 - $102,760
1,436 Added 7.32%
21,055 $1.18 Million
Q4 2017

Feb 12, 2018

SELL
$62.55 - $73.9 $314,376 - $371,421
-5,026 Reduced 20.39%
19,619 $1.4 Million
Q3 2017

Nov 14, 2017

SELL
$61.22 - $65.99 $50,445 - $54,375
-824 Reduced 3.24%
24,645 $1.56 Million
Q2 2017

Aug 14, 2017

BUY
N/A
25,469
25,469 $1.9 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 $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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