Altria shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Altria (MO) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Altria by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 49k | 66.06 |
| 2025-06-30 | $2.9M | 49k | 58.63 |
| 2025-03-31 | $3.0M | 51k | 58.56 |
| 2024-12-31 | $2.6M | 50k | 51.21 |
| 2024-09-30 | $2.5M | 50k | 51.04 |
| 2024-06-30 | $2.2M | 49k | 45.55 |
| 2024-03-31 | $2.1M | 48k | 43.62 |
| 2023-12-31 | $1.8M | 44k | 40.34 |
| 2023-09-30 | $1.7M | 41k | 42.05 |
| 2023-06-30 | $2.0M | 43k | 45.30 |
| 2023-03-31 | $1.9M | 44k | 44.62 |
| 2022-12-31 | $2.2M | 47k | 45.71 |
| 2022-09-30 | $1.4M | 35k | 40.37 |
| 2022-06-30 | $1.7M | 37k | 45.12 |
| 2022-03-31 | $1.8M | 35k | 52.23 |
| 2021-12-31 | $1.8M | 38k | 47.37 |
More positions owned by Confluence Wealth Services
View all positions for Confluence Wealth Services