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Altria shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Altria (MO) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Altria

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All positions including Altria held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $313k 7.2k 43.62
2022-12-31 $36k 782 45.71
2022-09-30 $10k 258 38.76
2022-06-30 $23k 551 41.77
2022-03-31 $141k 2.7k 52.42
2021-09-30 $163k 3.6k 45.40
2021-06-30 $169k 3.5k 47.81
2021-03-31 $190k 3.7k 51.14