A detailed history of Smallwood Wealth Investment Management, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 5,526 shares of MO stock, worth $309,069. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,526
Previous 7,022 21.3%
Holding current value
$309,069
Previous $319,000 11.6%
% of portfolio
0.21%
Previous 0.25%

Shares

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

Oct 16, 2024

SELL
$45.95 - $54.71 $68,741 - $81,846
-1,496 Reduced 21.3%
5,526 $282,000
Q2 2024

Jul 26, 2024

SELL
$40.75 - $46.83 $76,447 - $87,853
-1,876 Reduced 21.08%
7,022 $319,000
Q1 2024

Apr 24, 2024

BUY
$39.73 - $44.95 $1,191 - $1,348
30 Added 0.34%
8,898 $388,000
Q4 2023

Jan 23, 2024

BUY
$39.26 - $43.19 $8,794 - $9,674
224 Added 2.59%
8,868 $357,000
Q3 2023

Oct 31, 2023

BUY
$41.9 - $46.09 $6,285 - $6,913
150 Added 1.77%
8,644 $363,000
Q2 2023

Jul 17, 2023

SELL
$43.42 - $47.78 $83,322 - $91,689
-1,919 Reduced 18.43%
8,494 $384,000
Q1 2023

Apr 25, 2023

SELL
$43.46 - $48.07 $173 - $192
-4 Reduced 0.04%
10,413 $464,000
Q4 2022

Feb 14, 2023

SELL
$41.37 - $47.63 $184,717 - $212,667
-4,465 Reduced 30.0%
10,417 $476,000
Q3 2022

Nov 14, 2022

BUY
$40.38 - $46.22 $40,662 - $46,543
1,007 Added 7.26%
14,882 $601,000
Q2 2022

Aug 08, 2022

BUY
$41.5 - $56.57 $13,031 - $17,762
314 Added 2.32%
13,875 $580,000
Q1 2022

Apr 21, 2022

BUY
$47.97 - $53.62 $767 - $857
16 Added 0.12%
13,561 $709,000
Q4 2021

Apr 05, 2022

BUY
$42.64 - $48.7 $577,558 - $659,641
13,545 New
13,545 $642,000

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 $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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