Altria shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Altria by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $284k | 5.4k | 52.29 |
| 2024-09-30 | $282k | 5.5k | 51.04 |
| 2024-06-30 | $320k | 7.0k | 45.55 |
| 2024-03-31 | $388k | 8.9k | 43.62 |
| 2023-12-31 | $358k | 8.9k | 40.34 |
| 2023-09-30 | $364k | 8.6k | 42.05 |
| 2023-06-30 | $385k | 8.5k | 45.30 |
| 2023-03-31 | $465k | 10k | 44.62 |
| 2022-12-31 | $476k | 10k | 45.71 |
| 2022-09-30 | $601k | 15k | 40.38 |
| 2022-06-30 | $580k | 14k | 41.80 |
| 2022-03-31 | $709k | 14k | 52.28 |
| 2021-12-31 | $642k | 14k | 47.40 |
More positions owned by Smallwood Wealth Investment Management
View all positions for Smallwood Wealth Investment Management