Windle Wealth, LLC MO Holdings History
Number of Shares
135,958.00
Current Holdings Value*
$7.97 Mil
% of Portfolio
3.9%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
31.70%
Windle Wealth, LLC's Altria Group Inc Holding Summary
As of 2025-06-30, Windle Wealth, LLC held 135,958.00 shares of Altria Group Inc(MO), totaling $7.97 Mil. This investment constitutes 3.9% 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 3 sales at an average price of $54.17 for 13,828.00 shares. Based on historical transaction data and MO's current price of $59.77, Windle Wealth, LLC's estimated gain on his MO holdings is $2.14 Mil, reflecting a 31.70% gain to date.
Windle Wealth, LLC MO ($59.77) Holding Chart
Windle Wealth, LLC MO ($59.77) 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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