Altria shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Altria
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Quarterly reported holdings in Altria by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 5.3k | 66.06 |
| 2025-06-30 | $306k | 5.2k | 58.63 |
| 2025-03-31 | $318k | 5.3k | 60.02 |
| 2024-12-31 | $313k | 6.0k | 52.29 |
| 2024-09-30 | $260k | 6.0k | 43.62 |
| 2024-06-30 | $272k | 6.0k | 45.55 |
| 2024-03-31 | $260k | 6.0k | 43.62 |
| 2023-12-31 | $345k | 8.5k | 40.34 |
| 2023-09-30 | $380k | 9.0k | 42.05 |
| 2023-06-30 | $275k | 6.1k | 45.30 |
| 2023-03-31 | $254k | 5.7k | 44.75 |
| 2022-12-31 | $259k | 5.7k | 45.71 |
| 2022-09-30 | $229k | 5.7k | 40.40 |
| 2022-06-30 | $237k | 5.7k | 41.84 |
| 2022-03-31 | $290k | 5.6k | 52.25 |
| 2021-12-31 | $276k | 5.8k | 47.42 |
| 2021-09-30 | $264k | 5.8k | 45.36 |
| 2021-06-30 | $277k | 5.8k | 47.59 |
| 2021-03-31 | $284k | 5.6k | 51.17 |
| 2020-12-31 | $228k | 5.6k | 41.08 |
More positions owned by Monticello Wealth Management
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