Altria shares owned by Summit Financial
Historical chart of Summit Financial investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $434k | 10k | 43.62 |
| 2023-12-31 | $401k | 10k | 40.34 |
| 2023-09-30 | $418k | 10k | 42.05 |
| 2023-06-30 | $451k | 10k | 45.30 |
| 2023-03-31 | $445k | 10k | 44.62 |
| 2022-12-31 | $456k | 10k | 45.68 |
| 2022-09-30 | $403k | 10k | 40.35 |
| 2022-06-30 | $446k | 11k | 41.72 |
| 2022-03-31 | $561k | 11k | 52.31 |
| 2021-12-31 | $519k | 11k | 47.34 |
| 2021-09-30 | $499k | 11k | 45.50 |
| 2021-06-30 | $523k | 11k | 47.71 |
| 2021-03-31 | $282k | 5.5k | 51.19 |
| 2020-12-31 | $225k | 5.5k | 40.92 |
| 2020-09-30 | $213k | 5.5k | 38.72 |
| 2020-06-30 | $216k | 5.5k | 39.27 |
| 2020-03-31 | $251k | 6.5k | 38.66 |
| 2019-12-31 | $325k | 6.5k | 49.92 |
| 2019-09-30 | $266k | 6.5k | 40.84 |
| 2019-06-30 | $241k | 5.1k | 47.25 |
| 2019-03-31 | $293k | 5.1k | 57.36 |
| 2018-12-31 | $252k | 5.1k | 49.45 |
| 2018-09-30 | $307k | 5.1k | 60.22 |
| 2018-06-30 | $419k | 7.4k | 56.73 |
| 2018-03-31 | $460k | 7.4k | 62.28 |
| 2017-12-31 | $367k | 5.1k | 71.44 |
| 2017-09-30 | $378k | 6.0k | 63.34 |
| 2017-06-30 | $444k | 6.0k | 74.42 |