Altria shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Altria (MO) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Altria
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Quarterly reported holdings in Altria by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $245k | 4.8k | 51.04 |
| 2022-03-31 | $247k | 4.7k | 52.16 |
| 2020-12-31 | $220k | 5.4k | 40.93 |
| 2020-09-30 | $287k | 7.4k | 38.65 |
| 2020-06-30 | $430k | 11k | 39.23 |
| 2020-03-31 | $456k | 12k | 38.71 |
| 2019-12-31 | $544k | 11k | 49.91 |
| 2019-09-30 | $446k | 11k | 40.92 |
| 2019-06-30 | $858k | 18k | 47.38 |
| 2019-03-31 | $1.1M | 20k | 57.44 |
| 2018-12-31 | $1.1M | 22k | 49.38 |
| 2018-09-30 | $1.4M | 23k | 60.33 |
| 2018-06-30 | $503k | 8.9k | 56.76 |
| 2018-03-31 | $2.1M | 33k | 62.31 |
| 2017-12-31 | $2.8M | 40k | 71.41 |
| 2017-09-30 | $3.0M | 47k | 63.43 |
| 2017-06-30 | $3.9M | 53k | 74.47 |
| 2017-03-31 | $4.3M | 60k | 71.42 |
| 2016-12-31 | $4.3M | 64k | 67.63 |
| 2016-09-30 | $4.3M | 68k | 63.24 |
| 2016-06-30 | $4.8M | 70k | 68.97 |
| 2016-03-31 | $4.4M | 71k | 62.67 |
| 2015-12-31 | $4.1M | 70k | 58.21 |
| 2015-09-30 | $3.3M | 61k | 54.41 |
| 2015-06-30 | $3.5M | 71k | 48.91 |
| 2015-03-31 | $3.5M | 71k | 50.03 |
| 2014-12-31 | $2.6M | 54k | 49.27 |