Wealth Plan Partners, LLC Altria Group, Inc. Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Altria Group, Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 17,546 shares of MO stock, worth $879,054. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,546

Previous 17,991 2.47%

Holding current value

$879,054

Previous $785 Million 1.84%

% of portfolio

0.09%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$40.75 - $46.83 $18,133 - $20,839	-445 Reduced 2.47%	17,546 $799 Million
Q1 2024 May 07, 2024	SELL	$39.73 - $44.95 $196,226 - $222,008	-4,939 Reduced 21.54%	17,991 $785 Million
Q4 2023 Jan 05, 2024	SELL	$39.26 - $43.19 $170,506 - $187,574	-4,343 Reduced 15.92%	22,930 $925 Million
Q3 2023 Nov 01, 2023	BUY	$41.9 - $46.09 $110,029 - $121,032	2,626 Added 10.65%	27,273 $1.15 Billion
Q2 2023 Jul 31, 2023	SELL	$43.42 - $47.78 $59,702 - $65,697	-1,375 Reduced 5.28%	24,647 $1.12 Billion
Q1 2023 May 10, 2023	SELL	$43.46 - $48.07 $538,034 - $595,106	-12,380 Reduced 32.24%	26,022 $1.16 Billion
Q4 2022 Feb 16, 2023	SELL	$41.37 - $47.63 $496,977 - $572,179	-12,013 Reduced 23.83%	38,402 $1.82 Billion
Q1 2022 May 03, 2022	SELL	$47.97 - $53.62 $11 Million - $12.3 Million	-228,804 Reduced 81.94%	50,415 $2.8 Million
Q4 2021 Feb 01, 2022	BUY	$42.64 - $48.7 $362,226 - $413,706	8,495 Added 3.14%	279,219 $14.2 Million
Q3 2021 Dec 09, 2021	BUY	$45.52 - $51.04 $563,719 - $632,079	12,384 Added 4.79%	270,724 $12.3 Million
Q2 2021 Aug 19, 2021	BUY	$46.31 - $52.31 $1.34 Million - $1.52 Million	28,985 Added 12.64%	258,340 $12.4 Million
Q1 2021 May 11, 2021	BUY	$40.76 - $52.5 $403,238 - $519,382	9,893 Added 4.51%	229,355 $11 Million
Q4 2020 Feb 09, 2021	BUY	$36.08 - $43.78 $568,043 - $689,272	15,744 Added 7.73%	219,462 $9.33 Million
Q3 2020 Dec 18, 2020	SELL	$37.93 - $44.04 $1.19 Million - $1.39 Million	-31,475 Reduced 13.38%	203,718 $8.05 Million
Q2 2020 Aug 19, 2020	BUY	$35.1 - $42.83 $426,780 - $520,769	12,159 Added 5.45%	235,193 $10 Million
Q1 2020 May 15, 2020	BUY	$31.38 - $51.25 $1.3 Million - $2.12 Million	41,381 Added 22.78%	223,034 $8.09 Million
Q4 2019 Feb 14, 2020	BUY	$40.21 - $51.55 $2.79 Million - $3.58 Million	69,447 Added 61.89%	181,653 $8.25 Million
Q3 2019 Nov 15, 2019	BUY	$40.12 - $50.53 $589,483 - $742,437	14,693 Added 15.07%	112,206 $5.26 Million
Q2 2019 Aug 19, 2019	BUY	$47.35 - $57.73 $171,833 - $209,502	3,629 Added 3.87%	97,513 $4.56 Million
Q1 2019 May 16, 2019	BUY	$43.33 - $57.43 $117,380 - $155,577	2,709 Added 2.97%	93,884 $4.89 Million
Q4 2018 Feb 20, 2019	BUY	$47.56 - $65.87 $3.33 Million - $4.61 Million	69,991 Added 330.4%	91,175 $4.44 Million
Q3 2018 Nov 21, 2018	BUY	$55.87 - $63.43 $4,134 - $4,693	74 Added 0.35%	21,184 $1.18 Million
Q2 2018 Aug 16, 2018	SELL	$54.52 - $64.54 $55,664 - $65,895	-1,021 Reduced 4.61%	21,110 $1.2 Million
Q1 2018 May 16, 2018	BUY	$59.27 - $71.56 $1.31 Million - $1.58 Million	22,131 New	22,131 $1.38 Million

Others Institutions Holding MO

# of Institutions

2,135

Shares Held

Call Options Held

15.6M

Put Options Held

11.3M

View Full List

About ALTRIA GROUP, INC.

Ticker MO
Exchange NYSE
Sector Consumer Defensive
Industry Tobacco
Shares Outstandng 1,792,169,984
Market Cap $89.8B
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...

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Wealth Plan Partners, LLC Altria Group, Inc. Transaction History