Altria shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Altria
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All positions including Altria held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Altria by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.3M | 73k | 45.56 |
| 2024-03-31 | $3.1M | 72k | 43.62 |
| 2023-12-31 | $2.9M | 72k | 40.34 |
| 2023-09-30 | $3.1M | 73k | 42.06 |
| 2023-06-30 | $3.4M | 75k | 45.30 |
| 2023-03-31 | $3.3M | 74k | 44.63 |
| 2022-12-31 | $3.4M | 74k | 45.71 |
| 2022-09-30 | $2.8M | 75k | 37.50 |
| 2022-06-30 | $2.8M | 74k | 37.50 |
| 2022-03-31 | $3.8M | 75k | 50.00 |
| 2021-12-31 | $3.0M | 76k | 40.00 |
| 2021-09-30 | $3.6M | 78k | 45.90 |
| 2021-06-30 | $3.7M | 79k | 47.54 |
| 2021-03-31 | $4.2M | 81k | 51.35 |
| 2020-12-31 | $3.2M | 78k | 40.54 |
| 2020-09-30 | $3.1M | 79k | 38.79 |
| 2020-06-30 | $3.1M | 79k | 38.79 |
| 2020-03-31 | $3.5M | 91k | 38.46 |
| 2019-12-31 | $4.8M | 96k | 49.69 |
| 2019-09-30 | $4.0M | 97k | 40.90 |
| 2019-06-30 | $4.7M | 99k | 47.35 |
| 2019-03-31 | $5.8M | 100k | 57.43 |
| 2018-12-31 | $893k | 18k | 49.38 |
| 2018-09-30 | $1.1M | 18k | 60.31 |
| 2018-06-30 | $1.0M | 18k | 56.78 |
| 2018-03-31 | $1.1M | 18k | 62.28 |
| 2017-12-31 | $1.3M | 19k | 71.38 |
| 2017-09-30 | $1.2M | 19k | 63.42 |
| 2017-06-30 | $1.4M | 19k | 74.46 |
| 2017-03-31 | $1.2M | 18k | 71.41 |