Altria shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Altria (MO) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $341k | 5.2k | 65.99 |
| 2019-09-30 | $208k | 5.1k | 41.10 |
| 2019-06-30 | $241k | 5.1k | 47.36 |
| 2019-03-31 | $288k | 5.0k | 57.43 |
| 2018-12-31 | $207k | 4.2k | 49.27 |
| 2018-09-30 | $224k | 3.7k | 60.41 |
| 2018-03-31 | $213k | 3.4k | 62.46 |
| 2017-12-31 | $241k | 3.4k | 71.30 |
More positions owned by Holistic Financial Partners
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