Asset Planning,Inc MO Holdings History
Number of Shares
50,181.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
2.39%
Total Estimate Gain
$237,127.80
% of Total Estimate Gain
8.76%
Asset Planning,Inc's Altria Group Inc Holding Summary
As of 2025-03-31, Asset Planning,Inc held 50,181.00 shares of Altria Group Inc(MO), totaling $3.01 Mil. This investment constitutes 2.39% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Altria Group Inc(MO) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $54.60 for 601.00 shares. Based on historical transaction data and MO's current price of $58.02, Asset Planning,Inc's estimated gain on his MO holdings is $237,127.80, reflecting a 8.76% gain to date.
Asset Planning,Inc MO ($58.02) Holding Chart
Asset Planning,Inc MO ($58.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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