Altria shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $661k | 12k | 57.66 |
| 2025-03-31 | $4.7M | 79k | 60.02 |
| 2024-12-31 | $621k | 12k | 52.51 |
| 2024-09-30 | $625k | 12k | 51.04 |
| 2024-06-30 | $607k | 13k | 45.55 |
| 2024-03-31 | $3.3M | 77k | 43.62 |
| 2023-12-31 | $4.6M | 115k | 40.34 |
| 2023-09-30 | $3.8M | 90k | 42.05 |
| 2023-06-30 | $457k | 10k | 45.30 |
| 2023-03-31 | $449k | 10k | 44.62 |
| 2022-12-31 | $433k | 9.5k | 45.71 |
| 2022-09-30 | $2.1M | 52k | 40.39 |
| 2022-06-30 | $2.1M | 50k | 41.78 |
| 2022-03-31 | $456k | 8.7k | 52.28 |
| 2021-12-31 | $406k | 8.6k | 47.34 |
| 2021-09-30 | $384k | 8.4k | 45.56 |
| 2021-06-30 | $395k | 8.3k | 47.67 |
| 2021-03-31 | $392k | 7.7k | 51.17 |
| 2020-12-31 | $308k | 7.5k | 41.03 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management