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Altria shares owned by Halpern Financial

Quarter-by-quarter ownership of Altria (MO) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Altria

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All positions including Altria held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $50k 1.2k 42.12
2023-12-31 $49k 1.2k 41.40
2023-09-30 $51k 1.2k 42.05
2023-06-30 $54k 1.2k 45.30
2023-03-31 $53k 1.2k 44.62
2022-12-31 $54k 1.2k 45.71
2022-09-30 $48k 1.2k 40.38
2022-06-30 $59k 1.4k 41.77
2022-03-31 $26k 500 52.25
2021-12-31 $24k 500 47.39
2021-09-30 $23k 500 45.52
2021-06-30 $38k 792 47.68
2021-03-31 $46k 892 51.16
2020-12-31 $21k 500 41.00
2020-09-30 $19k 500 38.64
2020-06-30 $20k 500 39.25
2020-03-31 $19k 500 38.67
2019-12-31 $25k 500 49.91