Altria shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Altria (MO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Altria by Concord Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $315k | 6.2k | 51.04 |
2024-06-30 | $217k | 4.8k | 45.55 |
2024-03-31 | $203k | 4.7k | 43.62 |
2023-12-31 | $272k | 6.8k | 40.34 |
2023-09-30 | $472k | 11k | 42.05 |
2023-06-30 | $593k | 13k | 45.30 |
2023-03-31 | $383k | 8.6k | 44.62 |
2022-12-31 | $405k | 8.9k | 45.71 |
2022-09-30 | $286k | 7.1k | 40.36 |
2022-06-30 | $263k | 6.3k | 41.78 |
2022-03-31 | $268k | 5.1k | 52.34 |
2021-12-31 | $215k | 4.5k | 47.42 |
2021-09-30 | $141k | 3.1k | 45.47 |
2021-06-30 | $219k | 4.6k | 47.62 |
2021-03-31 | $269k | 5.3k | 51.07 |
2020-12-31 | $200k | 4.9k | 40.94 |