Altria shares owned by HCR Wealth Advisors
Historical chart of HCR Wealth Advisors investment in Altria
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All positions including Altria held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Altria by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $852k | 21k | 40.34 |
| 2023-09-30 | $736k | 18k | 42.05 |
| 2023-06-30 | $782k | 17k | 45.30 |
| 2023-03-31 | $804k | 18k | 45.48 |
| 2022-12-31 | $821k | 18k | 46.57 |
| 2022-09-30 | $700k | 17k | 41.28 |
| 2022-06-30 | $725k | 17k | 42.65 |
| 2022-03-31 | $888k | 17k | 52.28 |
| 2021-12-31 | $804k | 17k | 47.37 |
| 2021-09-30 | $799k | 18k | 45.51 |
| 2021-06-30 | $836k | 18k | 47.65 |
| 2021-03-31 | $897k | 18k | 51.17 |
| 2020-12-31 | $938k | 23k | 40.99 |
| 2020-09-30 | $880k | 23k | 38.46 |
| 2020-06-30 | $898k | 23k | 39.25 |
| 2020-03-31 | $917k | 24k | 38.69 |
| 2019-12-31 | $1.3M | 26k | 49.90 |
| 2019-09-30 | $1.0M | 25k | 41.81 |
| 2019-06-30 | $1.1M | 22k | 47.35 |
| 2019-03-31 | $2.0M | 29k | 69.55 |
| 2018-12-31 | $1.3M | 26k | 49.40 |
| 2018-09-30 | $1.6M | 26k | 61.65 |
| 2018-06-30 | $1.5M | 27k | 57.13 |
| 2018-03-31 | $1.7M | 27k | 62.33 |
| 2017-12-31 | $2.1M | 30k | 71.40 |
| 2017-09-30 | $1.9M | 30k | 63.43 |
| 2017-06-30 | $265k | 3.6k | 74.46 |
| 2017-03-31 | $2.3M | 33k | 71.37 |
| 2016-12-31 | $2.2M | 32k | 67.63 |