Altria shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Altria
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Quarterly reported holdings in Altria by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 34k | 66.06 |
| 2025-06-30 | $1.7M | 29k | 58.63 |
| 2025-03-31 | $1.9M | 32k | 60.02 |
| 2024-12-31 | $1.5M | 29k | 52.29 |
| 2024-09-30 | $1.5M | 29k | 51.04 |
| 2024-06-30 | $1.4M | 30k | 45.55 |
| 2024-03-31 | $1.3M | 31k | 43.62 |
| 2023-09-30 | $1.3M | 31k | 42.05 |
| 2023-06-30 | $1.4M | 32k | 45.30 |
| 2023-03-31 | $1.4M | 31k | 44.62 |
| 2022-12-31 | $1.6M | 35k | 45.71 |
| 2022-09-30 | $742k | 18k | 40.40 |
| 2022-06-30 | $813k | 20k | 41.75 |
| 2022-03-31 | $2.3M | 44k | 52.25 |
| 2021-12-31 | $843k | 18k | 47.41 |
| 2021-09-30 | $723k | 16k | 45.54 |
| 2021-06-30 | $978k | 21k | 47.66 |
| 2021-03-31 | $1.0M | 20k | 51.18 |
| 2020-12-31 | $896k | 22k | 41.01 |
| 2020-09-30 | $1.4M | 36k | 38.64 |
| 2020-06-30 | $889k | 23k | 39.25 |
| 2020-03-31 | $456k | 12k | 38.69 |
| 2019-12-31 | $567k | 11k | 49.88 |
| 2019-09-30 | $467k | 11k | 40.94 |
| 2019-06-30 | $528k | 11k | 47.35 |
| 2019-03-31 | $701k | 12k | 57.44 |
| 2018-12-31 | $630k | 13k | 49.41 |
| 2018-09-30 | $891k | 15k | 60.34 |
| 2018-06-30 | $1.0M | 18k | 56.78 |
| 2018-03-31 | $979k | 16k | 62.33 |
| 2017-12-31 | $1.4M | 19k | 71.40 |
| 2017-09-30 | $1.4M | 22k | 63.42 |
| 2017-06-30 | $1.7M | 23k | 74.45 |
| 2017-03-31 | $1.6M | 23k | 72.11 |
| 2016-12-31 | $1.5M | 22k | 67.62 |
| 2016-09-30 | $1.6M | 24k | 66.13 |
| 2016-06-30 | $2.0M | 29k | 68.97 |
| 2016-03-31 | $2.0M | 33k | 62.65 |
| 2015-12-31 | $1.9M | 32k | 59.46 |
| 2015-09-30 | $1.8M | 33k | 54.39 |
| 2015-06-30 | $1.9M | 35k | 53.83 |
| 2015-03-31 | $2.0M | 38k | 52.04 |
| 2014-12-31 | $2.5M | 49k | 50.60 |
| 2014-09-30 | $2.3M | 49k | 45.95 |
| 2014-06-30 | $2.1M | 49k | 42.80 |
| 2014-03-31 | $1.9M | 49k | 38.36 |
| 2013-12-31 | $1.8M | 49k | 37.49 |
| 2013-09-30 | $1.8M | 49k | 37.54 |
| 2013-06-30 | $1.7M | 49k | 35.22 |
| 2013-03-31 | $1.8M | 50k | 36.52 |