Altria shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Altria (MO) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Altria
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Quarterly reported holdings in Altria by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $353k | 6.9k | 51.04 |
| 2024-06-30 | $303k | 6.7k | 45.55 |
| 2024-03-31 | $333k | 7.6k | 43.62 |
| 2023-12-31 | $266k | 6.6k | 40.34 |
| 2023-09-30 | $473k | 11k | 42.05 |
| 2023-06-30 | $343k | 7.6k | 45.30 |
| 2023-03-31 | $487k | 11k | 44.62 |
| 2022-12-31 | $1.8M | 38k | 47.85 |
| 2022-09-30 | $1.9M | 41k | 46.67 |
| 2022-03-31 | $2.7M | 50k | 53.33 |
More positions owned by WealthPlan Investment Management
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