Altria shares owned by Xcel Wealth Management
Historical chart of Xcel Wealth Management investment in Altria
Tip: Access up to 7 years of quarterly data
All positions including Altria held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Altria by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 9.0k | 66.06 |
| 2025-06-30 | $438k | 7.5k | 58.63 |
| 2025-03-31 | $281k | 4.7k | 60.02 |
| 2024-12-31 | $240k | 4.6k | 52.29 |
| 2024-09-30 | $233k | 4.6k | 51.04 |
| 2023-06-30 | $437k | 9.6k | 45.30 |
| 2023-03-31 | $432k | 9.7k | 44.62 |
| 2022-12-31 | $396k | 8.7k | 45.71 |
| 2022-09-30 | $350k | 8.7k | 40.40 |
| 2022-06-30 | $349k | 8.4k | 41.73 |
| 2022-03-31 | $340k | 6.5k | 52.28 |
| 2021-12-31 | $256k | 5.4k | 47.33 |
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