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Altria shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Altria (MO) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in Altria

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All positions including Altria held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altria by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $453k 10k 43.62
2023-12-31 $418k 10k 40.34
2023-09-30 $380k 9.0k 42.05
2023-06-30 $382k 8.4k 45.30
2023-03-31 $265k 5.9k 44.62
2022-12-31 $295k 6.4k 45.71
2022-09-30 $288k 7.1k 40.32
2022-06-30 $379k 9.1k 41.82
2022-03-31 $405k 7.7k 52.31
2021-09-30 $400k 8.8k 45.47