A detailed history of Wealth Plan Investment Management, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 6,922 shares of MO stock, worth $387,147. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,922
Previous 6,661 3.92%
Holding current value
$387,147
Previous $303,000 16.5%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 05, 2024

BUY
$45.95 - $54.71 $11,992 - $14,279
261 Added 3.92%
6,922 $353,000
Q2 2024

Aug 09, 2024

SELL
$40.75 - $46.83 $39,772 - $45,706
-976 Reduced 12.78%
6,661 $303,000
Q1 2024

May 16, 2024

BUY
$39.73 - $44.95 $41,200 - $46,613
1,037 Added 15.71%
7,637 $333,000
Q4 2023

Jan 05, 2024

SELL
$39.26 - $43.19 $182,559 - $200,833
-4,650 Reduced 41.33%
6,600 $266,000
Q3 2023

Nov 15, 2023

SELL
$41.9 - $46.09 $671,363 - $738,500
-16,023 Reduced 58.75%
11,250 $473,000
Q3 2023

Nov 09, 2023

BUY
$41.9 - $46.09 $825,807 - $908,387
19,709 Added 260.56%
27,273 $1.15 Million
Q2 2023

Aug 14, 2023

SELL
$43.42 - $47.78 $517,740 - $569,728
-11,924 Reduced 61.19%
7,564 $342,000
Q2 2023

Jul 25, 2023

BUY
$43.42 - $47.78 $372,022 - $409,379
8,568 Added 78.46%
19,488 $882,000
Q1 2023

May 08, 2023

SELL
$43.46 - $48.07 $1.19 Million - $1.32 Million
-27,482 Reduced 71.56%
10,920 $487,000
Q4 2022

Feb 15, 2023

SELL
$41.37 - $47.63 $124,606 - $143,461
-3,012 Reduced 7.27%
38,402 $1.76 Million
Q3 2022

Dec 12, 2022

SELL
$40.38 - $46.22 $363,460 - $416,026
-9,001 Reduced 17.85%
41,414 $1.92 Million
Q1 2022

Sep 07, 2022

BUY
$47.97 - $53.62 $2.42 Million - $2.7 Million
50,415 New
50,415 $2.8 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 $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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