Altria shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Altria (MO) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Altria
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Quarterly reported holdings in Altria by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 111k | 66.06 |
| 2025-06-30 | $6.9M | 118k | 58.63 |
| 2025-03-31 | $7.0M | 117k | 60.02 |
| 2024-12-31 | $6.1M | 117k | 52.29 |
| 2024-09-30 | $5.8M | 113k | 51.04 |
| 2024-06-30 | $5.1M | 111k | 45.55 |
| 2024-03-31 | $4.9M | 113k | 43.62 |
| 2023-09-30 | $4.8M | 114k | 42.05 |
| 2023-06-30 | $5.0M | 110k | 45.30 |
| 2023-03-31 | $4.8M | 108k | 44.62 |
| 2022-12-31 | $4.4M | 96k | 45.71 |
| 2022-09-30 | $4.0M | 99k | 40.38 |
| 2022-06-30 | $4.0M | 95k | 41.77 |
| 2022-03-31 | $4.4M | 83k | 52.25 |
| 2021-12-31 | $3.8M | 81k | 47.40 |
| 2021-09-30 | $4.2M | 92k | 45.52 |
| 2021-06-30 | $4.2M | 88k | 47.69 |
| 2021-03-31 | $4.4M | 86k | 51.16 |
| 2020-12-31 | $3.5M | 85k | 41.00 |
| 2020-09-30 | $3.2M | 84k | 38.64 |
| 2020-06-30 | $3.2M | 81k | 39.25 |
| 2020-03-31 | $3.1M | 81k | 38.67 |
| 2019-12-31 | $3.8M | 76k | 49.91 |
More positions owned by Walled Lake Planning & Wealth Management
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