Altria shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Altria by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 5.3k | 66.06 |
| 2025-06-30 | $300k | 5.1k | 58.63 |
| 2024-03-31 | $273k | 6.2k | 43.62 |
| 2023-12-31 | $280k | 6.9k | 40.34 |
| 2023-09-30 | $542k | 13k | 42.05 |
| 2023-06-30 | $575k | 13k | 45.30 |
| 2023-03-31 | $566k | 13k | 44.62 |
| 2022-12-31 | $547k | 12k | 45.71 |
| 2022-09-30 | $496k | 12k | 40.39 |
| 2022-06-30 | $512k | 12k | 41.74 |
| 2022-03-31 | $603k | 12k | 52.29 |
| 2021-12-31 | $576k | 12k | 47.38 |
| 2021-09-30 | $525k | 12k | 45.52 |
| 2021-06-30 | $502k | 11k | 47.66 |
| 2021-03-31 | $371k | 7.3k | 51.12 |
| 2020-12-31 | $220k | 5.4k | 41.07 |