A detailed history of Schrum Private Wealth Management LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 11,544 shares of MO stock, worth $611,716. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,544
Previous 5,895 95.83%
Holding current value
$611,716
Previous $268,000 119.78%
% of portfolio
0.31%
Previous 0.24%

Shares

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

Nov 05, 2024

BUY
$45.95 - $54.71 $259,571 - $309,056
5,649 Added 95.83%
11,544 $589,000
Q1 2024

May 02, 2024

BUY
$39.73 - $44.95 $4,251 - $4,809
107 Added 1.85%
5,895 $257,000
Q4 2023

Jan 25, 2024

SELL
$39.26 - $43.19 $4,161 - $4,578
-106 Reduced 1.8%
5,788 $233,000
Q2 2023

Jul 24, 2023

BUY
$43.42 - $47.78 $11,462 - $12,613
264 Added 4.69%
5,894 $266,000
Q1 2023

Apr 19, 2023

SELL
$43.46 - $48.07 $29,987 - $33,168
-690 Reduced 10.92%
5,630 $251,000
Q3 2022

Oct 26, 2022

SELL
$40.38 - $46.22 $54,795 - $62,720
-1,357 Reduced 17.68%
6,320 $255,000
Q1 2022

May 05, 2022

SELL
$47.97 - $53.62 $20,866 - $23,324
-435 Reduced 5.36%
7,677 $417,000
Q4 2021

Mar 11, 2022

BUY
$42.64 - $48.7 $345,895 - $395,054
8,112 New
8,112 $384,000

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 $95B
  • 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 Schrum Private Wealth Management LLC Portfolio

Follow Schrum Private Wealth Management 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 Schrum Private Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schrum Private Wealth Management LLC with notifications on news.