A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 112,897 shares of MO stock, worth $5.2 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
112,897
Previous 71,288 58.37%
Holding current value
$5.2 Million
Previous $2.88 Million 71.27%
% of portfolio
2.18%
Previous 1.34%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$39.73 - $44.95 $1.65 Million - $1.87 Million
41,609 Added 58.37%
112,897 $4.92 Million
Q4 2023

Feb 13, 2024

SELL
$39.26 - $43.19 $1.68 Million - $1.85 Million
-42,742 Reduced 37.48%
71,288 $2.88 Million
Q3 2023

Nov 14, 2023

BUY
$41.9 - $46.09 $161,356 - $177,492
3,851 Added 3.5%
114,030 $4.79 Million
Q2 2023

Aug 11, 2023

BUY
$43.42 - $47.78 $116,452 - $128,145
2,682 Added 2.49%
110,179 $4.99 Million
Q1 2023

May 12, 2023

BUY
$43.46 - $48.07 $483,709 - $535,019
11,130 Added 11.55%
107,497 $4.8 Million
Q4 2022

Feb 13, 2023

SELL
$41.37 - $47.63 $98,295 - $113,168
-2,376 Reduced 2.41%
96,367 $4.4 Million
Q3 2022

Nov 01, 2022

BUY
$40.38 - $46.22 $158,289 - $181,182
3,920 Added 4.13%
98,743 $3.99 Million
Q2 2022

Aug 09, 2022

BUY
$41.5 - $56.57 $474,428 - $646,708
11,432 Added 13.71%
94,823 $3.96 Million
Q1 2022

May 13, 2022

BUY
$47.97 - $53.62 $124,865 - $139,572
2,603 Added 3.22%
83,391 $4.36 Million
Q4 2021

Feb 10, 2022

SELL
$42.64 - $48.7 $488,952 - $558,442
-11,467 Reduced 12.43%
80,788 $3.83 Million
Q3 2021

Nov 15, 2021

BUY
$45.52 - $51.04 $209,300 - $234,681
4,598 Added 5.25%
92,255 $4.2 Million
Q2 2021

Aug 16, 2021

BUY
$46.31 - $52.31 $69,187 - $78,151
1,494 Added 1.73%
87,657 $4.18 Million
Q1 2021

May 17, 2021

BUY
$40.76 - $52.5 $65,908 - $84,892
1,617 Added 1.91%
86,163 $4.41 Million
Q4 2020

Feb 19, 2021

BUY
$36.08 - $43.78 $16,127 - $19,569
447 Added 0.53%
84,546 $3.47 Million
Q3 2020

Nov 13, 2020

BUY
$37.93 - $44.04 $112,045 - $130,094
2,954 Added 3.64%
84,099 $3.25 Million
Q2 2020

Aug 18, 2020

BUY
$35.1 - $42.83 $9,757 - $11,906
278 Added 0.34%
81,145 $3.19 Million
Q1 2020

May 15, 2020

BUY
$31.38 - $51.25 $157,339 - $256,967
5,014 Added 6.61%
80,867 $3.13 Million
Q4 2019

May 15, 2020

BUY
$40.21 - $51.55 $3.05 Million - $3.91 Million
75,853 New
75,853 $3.79 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 $82.5B
  • 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
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