Ownership history in Lifeworks Advisors, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in ALTRIA GROUP INC (MO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 140,469 | +23,959 | +20.6% | 1.05% | $8.1M | $57.66 |
| 2025 Q3 | ADDED | 116,510 | +107,256 | +1159.0% | 1.02% | $7.7M | $64.87 |
| 2025 Q2 | REDUCED | 9,254 | -224 | -2.4% | 0.08% | $543K | $56.66 |
| 2025 Q1 | ADDED | 9,478 | +695 | +7.9% | 0.09% | $569K | $57.01 |
| 2024 Q4 | ADDED | 8,783 | +1,281 | +17.1% | 0.08% | $459K | $48.79 |
| 2024 Q3 | ADDED | 7,502 | +927 | +14.1% | 0.08% | $383K | $46.72 |
| 2024 Q2 | ADDED | 6,575 | +349 | +5.6% | 0.08% | $300K | $40.89 |
| 2024 Q1 | REDUCED | 6,226 | -358 | -5.4% | 0.08% | $272K | $38.32 |
| 2023 Q4 | REDUCED | 6,584 | -3,346 | -33.7% | 0.09% | $266K | $34.66 |
| 2023 Q3 | ADDED | 9,930 | +3,766 | +61.1% | 0.16% | $418K | $35.30 |
As of 2025 Q4 — sorted by position size