OWA
Octavia Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
23,928
+332
| +1% | +$60.9K | 0.5% | 30 |
|
|
2025
Q1 | $3.78M | Sell |
23,596
-2,245
| -9% | -$359K | 0.46% | 32 |
|
|
2024
Q4 | $3.14M | Sell |
25,841
-180
| -0.7% | -$21.9K | 0.38% | 35 |
|
|
2024
Q3 | $3.19M | Sell |
26,021
-344
| -1% | -$42.2K | 0.39% | 34 |
|
|
2024
Q2 | $2.71M | Buy |
26,365
+2,744
| +12% | +$282K | 0.37% | 35 |
|
|
2024
Q1 | $2.19M | Sell |
23,621
-3,154
| -12% | -$293K | 0.32% | 40 |
|
|
2023
Q4 | $2.55M | Buy |
26,775
+302
| +1% | +$28.8K | 0.45% | 33 |
|
|
2023
Q3 | $2.49M | Buy |
26,473
+126
| +0.5% | +$11.8K | 0.5% | 33 |
|
|
2023
Q2 | $2.61M | Buy |
26,347
+2,030
| +8% | +$201K | 0.53% | 32 |
|
|
2023
Q1 | $2.4M | Sell |
24,317
-3
| -0% | -$296 | 0.54% | 34 |
|
|
2022
Q4 | $2.49M | Sell |
24,320
-41
| -0.2% | -$4.2K | 0.61% | 32 |
|
|
2022
Q3 | $2.05M | Buy |
24,361
+26
| +0.1% | +$2.19K | 0.56% | 36 |
|
|
2022
Q2 | $2.42M | Sell |
24,335
-415
| -2% | -$41.3K | 0.63% | 32 |
|
|
2022
Q1 | $2.36M | Sell |
24,750
-2,391
| -9% | -$228K | 0.52% | 37 |
|
|
2021
Q4 | $2.61M | Buy |
27,141
+2,741
| +11% | +$264K | 0.56% | 35 |
|
|
2021
Q3 | $2.34M | Sell |
24,400
-1,651
| -6% | -$159K | 0.6% | 35 |
|
|
2021
Q2 | $2.61M | Buy |
26,051
+67
| +0.3% | +$6.72K | 0.69% | 32 |
|
|
2021
Q1 | $2.34M | Buy |
25,984
+466
| +2% | +$41.9K | 0.7% | 34 |
|
|
2020
Q4 | $2.14M | Buy |
+25,518
| New | +$2.14M | 0.7% | 31 |
|