Altria shares owned by Morris Financial Concepts
Quarter-by-quarter ownership of Altria (MO) shares owned by Morris Financial Concepts
from 13F filings
Historical chart of Morris Financial Concepts investment in Altria
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Quarterly reported holdings in Altria by Morris Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $299k | 5.2k | 57.66 |
| 2025-09-30 | $336k | 5.1k | 66.06 |
| 2025-06-30 | $205k | 3.5k | 58.63 |
| 2025-03-31 | $210k | 3.5k | 60.02 |
| 2023-06-30 | $234k | 5.2k | 45.30 |
| 2023-03-31 | $230k | 5.2k | 44.62 |
| 2022-12-31 | $242k | 5.3k | 45.71 |
| 2022-06-30 | $222k | 5.3k | 41.71 |
| 2022-03-31 | $248k | 4.7k | 52.34 |
| 2021-12-31 | $252k | 5.3k | 47.35 |