Altria shares owned by CWS Financial Advisors
Historical chart of CWS Financial Advisors investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $977k | 15k | 65.99 |
| 2025-12-31 | $871k | 15k | 57.66 |
| 2025-09-30 | $1.0M | 15k | 66.06 |
| 2025-06-30 | $899k | 15k | 58.63 |
| 2025-03-31 | $917k | 15k | 60.02 |
| 2024-12-31 | $793k | 15k | 52.29 |
| 2024-09-30 | $770k | 15k | 51.04 |
| 2024-06-30 | $683k | 15k | 45.55 |
| 2024-03-31 | $651k | 15k | 43.62 |
| 2023-12-31 | $683k | 17k | 40.34 |
| 2023-09-30 | $715k | 17k | 42.05 |
| 2023-06-30 | $781k | 17k | 45.30 |
| 2023-03-31 | $760k | 17k | 44.62 |
| 2022-12-31 | $974k | 19k | 51.16 |
| 2022-09-30 | $664k | 16k | 40.39 |
| 2022-06-30 | $651k | 16k | 41.75 |
| 2022-03-31 | $824k | 16k | 52.27 |
| 2021-12-31 | $748k | 16k | 47.40 |
| 2021-06-30 | $834k | 18k | 47.67 |
| 2021-03-31 | $974k | 19k | 51.16 |
| 2020-12-31 | $760k | 19k | 41.02 |
| 2020-09-30 | $630k | 16k | 38.67 |
| 2020-06-30 | $844k | 22k | 39.25 |
| 2020-03-31 | $1.0M | 21k | 49.92 |
| 2019-12-31 | $1.4M | 29k | 49.92 |