Altria shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Altria (MO) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Altria
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Quarterly reported holdings in Altria by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 3.1k | 66.05 |
| 2020-12-31 | $326k | 8.0k | 40.99 |
| 2020-09-30 | $345k | 8.9k | 38.60 |
| 2020-06-30 | $362k | 9.2k | 39.24 |
| 2020-03-31 | $363k | 9.4k | 38.60 |
| 2019-12-31 | $532k | 11k | 49.89 |
| 2019-09-30 | $447k | 11k | 40.84 |
| 2019-06-30 | $600k | 13k | 47.36 |
| 2019-03-31 | $727k | 13k | 57.44 |
| 2018-12-31 | $590k | 12k | 49.36 |