Windle Wealth, LLC MO Holdings History

Number of Shares
137,993.00
Current Holdings Value*
$8.28 Mil
% of Portfolio
4.27%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
31.05%

Windle Wealth, LLC's Altria Group Inc Holding Summary

As of 2025-03-31, Windle Wealth, LLC held 137,993.00 shares of Altria Group Inc(MO), totaling $8.28 Mil. This investment constitutes 4.27% of their stock portfolio, and Windle Wealth, LLC now holds 0.01% of the outstanding Altria Group Inc(MO) stock.

The initial trade took place in 2022Q4. And since then Windle Wealth, LLC has made 7 purchases of MO, at an average price of $44.99, for a total of 149,786.00 shares. In addition, there have been 2 sales at an average price of $53.38 for 11,793.00 shares. Based on historical transaction data and MO's current price of $59.44, Windle Wealth, LLC's estimated gain on his MO holdings is $2.09 Mil, reflecting a 31.05% gain to date.

Windle Wealth, LLC MO ($59.44) Holding Chart

Windle Wealth, LLC MO ($59.44) 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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