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 111,267 shares of MO stock, worth $5.99 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
111,267
Previous 112,897 1.44%
Holding current value
$5.99 Million
Previous $4.92 Million 2.92%
% of portfolio
2.24%
Previous 2.18%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$40.75 - $46.83 $66,422 - $76,332
-1,630 Reduced 1.44%
111,267 $5.07 Million
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 $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
Track This Portfolio

Track Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.