Altria shares owned by Arete Wealth Advisors
Historical chart of Arete Wealth Advisors investment in Altria
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Quarterly reported holdings in Altria by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 23k | 65.97 |
| 2025-06-30 | $1.3M | 22k | 58.65 |
| 2025-03-31 | $1.3M | 21k | 60.03 |
| 2024-12-31 | $1.1M | 21k | 52.21 |
| 2024-09-30 | $963k | 19k | 51.03 |
| 2023-12-31 | $850k | 21k | 40.35 |
| 2023-06-30 | $1.2M | 27k | 45.29 |
| 2023-03-31 | $929M | 21k | 44619.92 |
| 2022-12-31 | $891M | 20k | 45710.22 |
| 2022-09-30 | $719k | 18k | 40.38 |
| 2022-06-30 | $540k | 13k | 41.81 |
| 2022-03-31 | $706k | 14k | 52.27 |
| 2021-12-31 | $698k | 15k | 48.11 |
| 2021-09-30 | $636k | 14k | 45.58 |
| 2021-06-30 | $670k | 15k | 44.53 |
| 2021-03-31 | $701k | 14k | 51.16 |
| 2020-12-31 | $541k | 13k | 40.88 |
| 2020-09-30 | $427k | 11k | 38.97 |
| 2020-06-30 | $398k | 10k | 39.24 |
| 2020-03-31 | $389k | 10k | 38.07 |
| 2019-12-31 | $555k | 11k | 49.69 |
| 2019-09-30 | $753k | 18k | 40.90 |
| 2019-06-30 | $1000k | 21k | 47.35 |
| 2019-03-31 | $1.0M | 18k | 57.41 |
| 2018-12-31 | $779k | 16k | 49.42 |
| 2018-09-30 | $827k | 14k | 60.28 |
| 2018-06-30 | $784k | 14k | 56.76 |
| 2018-03-31 | $679k | 11k | 62.36 |
| 2017-12-31 | $308k | 4.3k | 71.36 |
| 2017-09-30 | $321k | 5.1k | 63.50 |
| 2017-06-30 | $414k | 5.6k | 74.50 |
| 2017-03-31 | $309k | 4.3k | 71.43 |
| 2016-12-31 | $263k | 3.9k | 67.70 |