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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