Altria shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Altria (MO) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Altria
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Quarterly reported holdings in Altria by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $238k | 4.1k | 57.66 |
| 2023-09-30 | $278k | 6.8k | 40.51 |
| 2023-06-30 | $280k | 6.2k | 45.30 |
| 2023-03-31 | $300k | 6.7k | 44.62 |
| 2022-12-31 | $307k | 6.7k | 45.71 |
| 2022-09-30 | $305k | 6.7k | 45.42 |
| 2022-06-30 | $294k | 6.7k | 43.78 |
| 2022-03-31 | $394k | 7.5k | 52.31 |
| 2021-12-31 | $369k | 7.5k | 48.99 |
| 2021-09-30 | $397k | 8.7k | 45.47 |
| 2021-06-30 | $416k | 8.7k | 47.64 |
| 2019-12-31 | $464k | 9.3k | 49.72 |
| 2019-09-30 | $462k | 11k | 42.60 |
| 2019-06-30 | $513k | 11k | 47.31 |
| 2019-03-31 | $629k | 12k | 54.02 |
| 2018-12-31 | $641k | 13k | 49.36 |
| 2018-09-30 | $840k | 14k | 61.43 |
| 2018-06-30 | $1.2M | 19k | 62.34 |
| 2018-03-31 | $452k | 7.2k | 62.39 |
| 2017-12-31 | $1.3M | 19k | 71.43 |
| 2017-09-30 | $1.3M | 20k | 63.42 |
| 2017-06-30 | $1.5M | 21k | 74.48 |
| 2017-03-31 | $772k | 11k | 71.38 |
| 2016-12-31 | $738k | 11k | 67.59 |
| 2016-09-30 | $793k | 13k | 63.21 |
| 2016-06-30 | $879k | 13k | 68.97 |
| 2016-03-31 | $783k | 13k | 62.67 |
| 2015-12-31 | $701k | 12k | 58.20 |
| 2015-09-30 | $297k | 5.5k | 54.35 |
| 2015-06-30 | $311k | 6.4k | 48.86 |
| 2015-03-31 | $299k | 5.9k | 50.98 |
| 2014-12-31 | $266k | 5.4k | 49.26 |
More positions owned by Summit Financial Wealth Advisors
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