Synergy Financial Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Altria by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
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