A detailed history of Wealth Effects LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 12,350 shares of MO stock, worth $664,924. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,350
Previous 12,150 1.65%
Holding current value
$664,924
Previous $553,000 13.92%
% of portfolio
0.25%
Previous 0.23%

Shares

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

Oct 21, 2024

BUY
$45.95 - $54.71 $9,190 - $10,942
200 Added 1.65%
12,350 $630,000
Q2 2024

Aug 02, 2024

BUY
$40.75 - $46.83 $16,300 - $18,732
400 Added 3.4%
12,150 $553,000
Q1 2024

Apr 22, 2024

BUY
$39.73 - $44.95 $8,939 - $10,113
225 Added 1.95%
11,750 $512,000
Q4 2023

Jan 29, 2024

BUY
$39.26 - $43.19 $17,667 - $19,435
450 Added 4.06%
11,525 $464,000
Q3 2023

Oct 16, 2023

BUY
$41.9 - $46.09 $50,280 - $55,308
1,200 Added 12.15%
11,075 $465,000
Q2 2023

Jul 18, 2023

BUY
$43.42 - $47.78 $7,598 - $8,361
175 Added 1.8%
9,875 $447,000
Q1 2023

May 04, 2023

BUY
$43.46 - $48.07 $34,768 - $38,456
800 Added 8.99%
9,700 $432,000
Q4 2022

Feb 02, 2023

SELL
$41.37 - $47.63 $1,034 - $1,190
-25 Reduced 0.28%
8,900 $406,000
Q3 2022

Nov 14, 2022

BUY
$40.38 - $46.22 $30,285 - $34,665
750 Added 9.17%
8,925 $360,000
Q2 2022

Aug 03, 2022

BUY
$41.5 - $56.57 $56,025 - $76,369
1,350 Added 19.78%
8,175 $341,000
Q1 2022

May 16, 2022

BUY
$47.97 - $53.62 $16,789 - $18,767
350 Added 5.41%
6,825 $357,000
Q4 2021

Feb 09, 2022

BUY
$42.64 - $48.7 $276,094 - $315,332
6,475 New
6,475 $307,000

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
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