A detailed history of Regent Peak Wealth Advisors LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 5,183 shares of MO stock, worth $279,052. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,183
Previous 5,062 2.39%
Holding current value
$279,052
Previous $230,000 14.78%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 16, 2024

BUY
$45.95 - $54.71 $5,559 - $6,619
121 Added 2.39%
5,183 $264,000
Q2 2024

Aug 14, 2024

SELL
$40.75 - $46.83 $18,582 - $21,354
-456 Reduced 8.26%
5,062 $230,000
Q1 2024

May 01, 2024

SELL
$39.73 - $44.95 $27,016 - $30,566
-680 Reduced 10.97%
5,518 $240,000
Q4 2023

Jan 23, 2024

SELL
$39.26 - $43.19 $17,352 - $19,089
-442 Reduced 6.66%
6,198 $250,000
Q3 2023

Nov 03, 2023

SELL
$41.9 - $46.09 $1,466 - $1,613
-35 Reduced 0.52%
6,640 $279,000
Q2 2023

Jul 19, 2023

SELL
$43.42 - $47.78 $4,081 - $4,491
-94 Reduced 1.39%
6,675 $302,000
Q1 2023

Apr 24, 2023

BUY
$43.46 - $48.07 $6,866 - $7,595
158 Added 2.39%
6,769 $302,000
Q4 2022

Feb 08, 2023

SELL
$41.37 - $47.63 $18,988 - $21,862
-459 Reduced 6.49%
6,611 $302,000
Q3 2022

Nov 14, 2022

BUY
$40.38 - $46.22 $42,237 - $48,346
1,046 Added 17.36%
7,070 $285,000
Q2 2022

Aug 11, 2022

BUY
$41.5 - $56.57 $2,365 - $3,224
57 Added 0.96%
6,024 $251,000
Q1 2022

May 03, 2022

BUY
$47.97 - $53.62 $719 - $804
15 Added 0.25%
5,967 $312,000
Q4 2021

Feb 11, 2022

SELL
$42.64 - $48.7 $50,912 - $58,147
-1,194 Reduced 16.71%
5,952 $282,000
Q3 2021

Nov 08, 2021

BUY
$45.52 - $51.04 $2,367 - $2,654
52 Added 0.73%
7,146 $325,000
Q2 2021

Aug 16, 2021

BUY
$46.31 - $52.31 $28,295 - $31,961
611 Added 9.42%
7,094 $341,000
Q1 2021

Apr 28, 2021

BUY
$40.76 - $52.5 $9,823 - $12,652
241 Added 3.86%
6,483 $331,000
Q4 2020

Feb 12, 2021

BUY
$36.08 - $43.78 $5,953 - $7,223
165 Added 2.72%
6,242 $256,000
Q3 2020

Nov 04, 2020

BUY
$37.93 - $44.04 $6,106 - $7,090
161 Added 2.72%
6,077 $235,000
Q2 2020

Aug 05, 2020

BUY
$35.1 - $42.83 $17,444 - $21,286
497 Added 9.17%
5,916 $232,000
Q1 2020

Apr 27, 2020

SELL
$31.38 - $51.25 $282 - $461
-9 Reduced 0.17%
5,419 $209,000
Q4 2019

Feb 14, 2020

BUY
$40.21 - $51.55 $218,259 - $279,813
5,428 New
5,428 $270,000

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 $96.5B
  • 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
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.