OWA
Octavia Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
101,997
-12,879
| -11% | -$768K | 0.69% | 28 |
|
|
2025
Q1 | $7.01M | Buy |
114,876
+10,253
| +10% | +$626K | 0.85% | 27 |
|
|
2024
Q4 | $5.58M | Buy |
104,623
+5,885
| +6% | +$314K | 0.68% | 29 |
|
|
2024
Q3 | $5.14M | Buy |
98,738
+5,165
| +6% | +$269K | 0.63% | 28 |
|
|
2024
Q2 | $4.35M | Buy |
93,573
+10,881
| +13% | +$506K | 0.59% | 30 |
|
|
2024
Q1 | $3.68M | Buy |
82,692
+44,825
| +118% | +$1.99M | 0.54% | 31 |
|
|
2023
Q4 | $1.57M | Buy |
37,867
+8,915
| +31% | +$369K | 0.28% | 49 |
|
|
2023
Q3 | $1.24M | Buy |
28,952
+1,333
| +5% | +$57.3K | 0.25% | 52 |
|
|
2023
Q2 | $1.28M | Sell |
27,619
-52
| -0.2% | -$2.4K | 0.26% | 50 |
|
|
2023
Q1 | $1.26M | Sell |
27,671
-1
| -0% | -$46 | 0.28% | 49 |
|
|
2022
Q4 | $1.29M | Sell |
27,672
-760
| -3% | -$35.5K | 0.32% | 49 |
|
|
2022
Q3 | $1.18M | Buy |
28,432
+413
| +1% | +$17.1K | 0.32% | 52 |
|
|
2022
Q2 | $1.2M | Sell |
28,019
-40
| -0.1% | -$1.71K | 0.31% | 55 |
|
|
2022
Q1 | $1.49M | Buy |
28,059
+429
| +2% | +$22.8K | 0.33% | 49 |
|
|
2021
Q4 | $1.33M | Sell |
27,630
-356
| -1% | -$17.2K | 0.29% | 53 |
|
|
2021
Q3 | $1.3M | Sell |
27,986
-2,182
| -7% | -$102K | 0.33% | 53 |
|
|
2021
Q2 | $1.46M | Buy |
30,168
+317
| +1% | +$15.4K | 0.39% | 51 |
|
|
2021
Q1 | $1.55M | Sell |
29,851
-588
| -2% | -$30.6K | 0.46% | 48 |
|
|
2020
Q4 | $1.27M | Buy |
+30,439
| New | +$1.27M | 0.41% | 52 |
|