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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

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All positions including Altria held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
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