Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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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All positions including Altria held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $959k 19k 51.04
2024-06-30 $898k 20k 45.55
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

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