Altria shares owned by Icon Wealth Partners
Historical chart of Icon Wealth Partners investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Icon Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $179k | 4.3k | 42.05 |
| 2023-06-30 | $198k | 4.4k | 45.30 |
| 2023-03-31 | $222k | 5.0k | 44.62 |
| 2022-06-30 | $279k | 6.7k | 41.84 |
| 2022-03-31 | $340k | 6.5k | 52.30 |
| 2021-12-31 | $332k | 7.0k | 47.44 |
| 2021-09-30 | $289k | 6.3k | 45.53 |
| 2021-06-30 | $680k | 14k | 47.69 |
| 2021-03-31 | $540k | 11k | 51.20 |
| 2020-12-31 | $303k | 7.4k | 41.00 |
| 2020-09-30 | $298k | 7.7k | 38.64 |
| 2020-06-30 | $301k | 7.7k | 39.28 |
| 2020-03-31 | $356k | 9.2k | 38.70 |
| 2019-12-31 | $477k | 9.5k | 49.96 |
| 2019-09-30 | $391k | 9.6k | 40.94 |
| 2019-06-30 | $482k | 10k | 47.38 |
| 2019-03-31 | $728k | 13k | 57.45 |
| 2018-12-31 | $639k | 13k | 49.38 |
| 2018-09-30 | $930k | 15k | 60.30 |
| 2018-06-30 | $765k | 14k | 56.79 |
| 2018-03-31 | $934k | 15k | 63.01 |
| 2017-12-31 | $1.1M | 16k | 71.43 |