Altria shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Altria (MO) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Altria
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Quarterly reported holdings in Altria by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 23k | 66.06 |
| 2025-06-30 | $1.3M | 23k | 58.63 |
| 2025-03-31 | $1.2M | 21k | 60.02 |
| 2024-12-31 | $1.1M | 21k | 52.29 |
| 2024-09-30 | $1.1M | 21k | 51.04 |
| 2024-06-30 | $1.0M | 22k | 45.55 |
| 2024-03-31 | $833k | 19k | 43.62 |
| 2023-12-31 | $634k | 16k | 40.34 |
| 2023-09-30 | $699k | 17k | 42.05 |
| 2023-06-30 | $724k | 16k | 45.30 |
| 2023-03-31 | $754k | 17k | 44.62 |
| 2022-12-31 | $721k | 16k | 45.71 |
| 2022-09-30 | $609k | 15k | 40.40 |
| 2022-06-30 | $718k | 17k | 41.77 |
| 2022-03-31 | $929k | 18k | 52.23 |
| 2021-12-31 | $739k | 16k | 47.42 |
| 2021-09-30 | $701k | 15k | 45.53 |
| 2021-06-30 | $710k | 15k | 47.65 |
| 2021-03-31 | $781k | 15k | 51.15 |
| 2020-12-31 | $499k | 12k | 40.98 |
| 2020-09-30 | $468k | 12k | 38.61 |
| 2020-06-30 | $664k | 17k | 39.24 |
| 2020-03-31 | $654k | 17k | 38.62 |
| 2019-12-31 | $540k | 11k | 49.84 |