Altria shares owned by Sax Wealth Advisors
Historical chart of Sax Wealth Advisors investment in Altria
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Quarterly reported holdings in Altria by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |