Altria shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Altria
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All positions including Altria held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Altria by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $30M | 739k | 40.20 |
| 2023-09-30 | $16M | 383k | 42.05 |
| 2023-06-30 | $14M | 316k | 45.30 |
| 2023-03-31 | $8.8M | 198k | 44.62 |
| 2022-12-31 | $16M | 354k | 45.71 |
| 2022-09-30 | $13M | 328k | 40.38 |
| 2022-06-30 | $9.7M | 233k | 41.77 |
| 2022-03-31 | $10M | 196k | 52.25 |
| 2021-12-31 | $8.1M | 170k | 47.39 |
| 2021-09-30 | $5.5M | 121k | 45.52 |
| 2021-06-30 | $4.8M | 100k | 47.68 |
| 2021-03-31 | $4.7M | 93k | 51.16 |
| 2020-12-31 | $5.2M | 126k | 41.00 |
| 2020-09-30 | $4.9M | 128k | 38.64 |
| 2020-06-30 | $5.0M | 127k | 39.25 |
| 2020-03-31 | $5.0M | 130k | 38.67 |
| 2019-12-31 | $6.4M | 128k | 49.91 |
| 2019-09-30 | $5.0M | 122k | 40.90 |
| 2019-06-30 | $6.4M | 134k | 47.35 |
| 2019-03-31 | $4.5M | 78k | 57.43 |
| 2018-12-31 | $3.2M | 64k | 49.40 |
| 2018-09-30 | $4.9M | 81k | 60.31 |
| 2018-06-30 | $3.1M | 54k | 56.79 |
| 2018-03-31 | $4.0M | 64k | 62.31 |
| 2017-12-31 | $4.3M | 61k | 71.41 |
| 2017-09-30 | $3.4M | 53k | 63.43 |
| 2017-06-30 | $3.4M | 46k | 74.48 |
| 2017-03-31 | $3.0M | 43k | 71.41 |
| 2016-12-31 | $1.9M | 29k | 67.61 |