Altria shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Altria (MO) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Altria by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 91k | 51.04 |
| 2024-06-30 | $4.1M | 91k | 45.55 |
| 2024-03-31 | $4.0M | 91k | 43.62 |
| 2023-12-31 | $3.6M | 90k | 40.34 |
| 2023-09-30 | $3.8M | 90k | 42.05 |
| 2023-06-30 | $3.9M | 87k | 45.30 |
| 2023-03-31 | $2.9M | 64k | 44.62 |
| 2022-12-31 | $3.0M | 66k | 45.71 |
| 2022-09-30 | $2.7M | 66k | 40.37 |
| 2022-06-30 | $2.7M | 65k | 41.76 |
| 2022-03-31 | $3.4M | 65k | 52.25 |
| 2021-12-31 | $3.2M | 67k | 47.39 |
| 2021-09-30 | $4.3M | 94k | 45.52 |
| 2021-06-30 | $4.5M | 94k | 47.68 |
| 2021-03-31 | $5.1M | 101k | 51.16 |
| 2020-12-31 | $4.5M | 111k | 41.00 |
| 2020-09-30 | $3.8M | 97k | 38.64 |
| 2020-06-30 | $3.8M | 1.2k | 3084.13 |
| 2020-03-31 | $3.8M | 99k | 38.67 |
| 2019-12-31 | $5.1M | 101k | 49.91 |
| 2019-09-30 | $4.2M | 104k | 40.90 |
| 2019-06-30 | $4.9M | 104k | 47.35 |
| 2019-03-31 | $6.0M | 104k | 57.43 |
| 2018-12-31 | $5.1M | 103k | 49.38 |
| 2018-09-30 | $6.2M | 103k | 60.31 |
| 2018-06-30 | $5.9M | 103k | 56.78 |
| 2018-03-31 | $4.6M | 74k | 62.30 |
| 2017-12-31 | $5.3M | 74k | 71.39 |
| 2017-09-30 | $4.7M | 75k | 63.41 |
| 2017-06-30 | $5.6M | 75k | 74.46 |
| 2017-03-31 | $5.1M | 72k | 71.41 |
| 2016-12-31 | $4.8M | 72k | 67.65 |
| 2016-09-30 | $4.5M | 72k | 63.23 |
| 2016-06-30 | $4.9M | 71k | 68.95 |
| 2016-03-31 | $4.5M | 72k | 62.68 |
| 2015-12-31 | $4.2M | 72k | 58.22 |
| 2015-09-30 | $4.0M | 73k | 54.41 |
| 2015-06-30 | $3.6M | 73k | 48.91 |
| 2015-03-31 | $3.6M | 73k | 50.03 |
| 2014-12-31 | $3.6M | 73k | 49.27 |
| 2014-09-30 | $3.3M | 72k | 45.94 |
| 2014-06-30 | $3.0M | 72k | 41.94 |
| 2014-03-31 | $2.7M | 72k | 37.42 |
| 2013-12-31 | $2.4M | 61k | 38.40 |