Altria shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Altria
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Quarterly reported holdings in Altria by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $867k | 20k | 43.62 |
| 2023-09-30 | $3.8M | 91k | 42.05 |
| 2023-06-30 | $4.0M | 89k | 45.30 |
| 2023-03-31 | $3.9M | 88k | 44.62 |
| 2022-12-31 | $4.1M | 91k | 45.71 |
| 2022-09-30 | $3.7M | 91k | 40.38 |
| 2022-06-30 | $3.7M | 88k | 41.77 |
| 2022-03-31 | $4.4M | 85k | 52.25 |
| 2021-12-31 | $3.8M | 81k | 47.39 |
| 2021-09-30 | $3.4M | 74k | 45.57 |
| 2021-06-30 | $3.4M | 72k | 47.68 |
| 2021-03-31 | $4.8M | 94k | 51.16 |
| 2020-12-31 | $3.8M | 92k | 41.00 |
| 2020-09-30 | $3.5M | 91k | 38.64 |
| 2020-06-30 | $620k | 16k | 39.25 |
| 2020-03-31 | $593k | 15k | 38.67 |
| 2019-12-31 | $737k | 15k | 49.91 |
| 2019-09-30 | $562k | 14k | 40.90 |
| 2019-06-30 | $674k | 14k | 47.36 |
| 2019-03-31 | $861k | 15k | 57.46 |
| 2018-12-31 | $739k | 15k | 49.36 |
| 2018-09-30 | $935k | 16k | 60.32 |
| 2018-06-30 | $253k | 4.5k | 56.71 |
| 2018-03-31 | $248k | 4.0k | 62.25 |
| 2017-12-31 | $295k | 4.1k | 71.39 |
| 2017-09-30 | $251k | 4.0k | 63.30 |
| 2017-06-30 | $337k | 4.5k | 74.51 |
| 2017-03-31 | $1.0M | 15k | 71.41 |
| 2016-12-31 | $1.1M | 16k | 67.59 |
| 2016-09-30 | $885k | 14k | 63.25 |
| 2016-06-30 | $920k | 13k | 68.94 |
| 2016-03-31 | $299k | 4.8k | 62.62 |
| 2015-12-31 | $406k | 7.0k | 58.15 |
| 2015-09-30 | $384k | 7.1k | 54.34 |
| 2015-06-30 | $335k | 6.8k | 48.96 |
| 2015-03-31 | $314k | 6.3k | 49.98 |
| 2014-12-31 | $296k | 6.0k | 49.33 |
| 2014-09-30 | $355k | 7.7k | 45.98 |
| 2014-06-30 | $254k | 6.1k | 41.86 |
| 2014-03-31 | $214k | 5.7k | 37.51 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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