Empirical Financial Services, LLC D.b.a. Empirical Wealth Management MO Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Altria Group Inc Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 312,270.00 shares of Altria Group Inc(MO), totaling $18.74 Mil. This investment constitutes 0.48% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.02% of the outstanding Altria Group Inc(MO) stock.
The initial trade took place in 2014Q3. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 19 purchases of MO, at an average price of $53.55, for a total of 336,269.00 shares. In addition, there have been 11 sales at an average price of $46.34 for 23,999.00 shares. Based on historical transaction data and MO's current price of $58.30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his MO holdings is $1.31 Mil, reflecting a 7.29% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management MO ($58.30) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management MO ($58.30) 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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