Altria shares owned by Summit Wealth Partners
Historical chart of Summit Wealth Partners investment in Altria
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All positions including Altria held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Altria by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $361k | 7.1k | 51.04 |
| 2024-06-30 | $321k | 7.0k | 45.55 |
| 2024-03-31 | $306k | 7.0k | 43.62 |
| 2023-12-31 | $282k | 7.0k | 40.34 |
| 2023-09-30 | $293k | 7.0k | 42.05 |
| 2023-06-30 | $278k | 6.1k | 45.30 |
| 2023-03-31 | $273k | 6.1k | 44.62 |
| 2022-12-31 | $279k | 6.1k | 45.71 |
| 2022-09-30 | $246k | 6.1k | 40.38 |
| 2022-06-30 | $254k | 6.1k | 41.77 |
| 2022-03-31 | $317k | 6.1k | 52.25 |
| 2021-12-31 | $287k | 6.1k | 47.39 |
| 2021-09-30 | $275k | 6.1k | 45.52 |
| 2021-06-30 | $288k | 6.0k | 47.68 |
| 2021-03-31 | $287k | 5.6k | 51.16 |
| 2020-12-31 | $270k | 6.6k | 41.00 |
| 2020-09-30 | $216k | 5.6k | 38.64 |
| 2020-06-30 | $218k | 5.6k | 39.25 |
| 2020-03-31 | $215k | 5.6k | 38.67 |
| 2019-12-31 | $318k | 6.4k | 49.91 |