Opal Wealth Advisors’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Sell |
6,716
-832
| -11% | -$48.8K | 0.11% | 100 |
|
|
2025
Q1 | $453K | Buy |
7,548
+1,888
| +33% | +$113K | 0.14% | 85 |
|
|
2024
Q4 | $296K | Sell |
5,660
-151
| -3% | -$7.9K | 0.09% | 130 |
|
|
2024
Q3 | $297K | Buy |
5,811
+108
| +2% | +$5.51K | 0.09% | 125 |
|
|
2024
Q2 | $260K | Sell |
5,703
-469
| -8% | -$21.4K | 0.08% | 138 |
|
|
2024
Q1 | $269K | Sell |
6,172
-1,207
| -16% | -$52.6K | 0.09% | 134 |
|
|
2023
Q4 | $298K | Sell |
7,379
-143
| -2% | -$5.77K | 0.12% | 129 |
|
|
2023
Q3 | $316K | Buy |
7,522
+336
| +5% | +$14.1K | 0.19% | 93 |
|
|
2023
Q2 | $326K | Buy |
7,186
+146
| +2% | +$6.61K | 0.16% | 82 |
|
|
2023
Q1 | $314K | Buy |
7,040
+105
| +2% | +$4.69K | 0.18% | 68 |
|
|
2022
Q4 | $317K | Buy |
6,935
+73
| +1% | +$3.34K | 0.17% | 75 |
|
|
2022
Q3 | $277K | Sell |
6,862
-17
| -0.2% | -$686 | 0.2% | 69 |
|
|
2022
Q2 | $287K | Buy |
6,879
+2,075
| +43% | +$86.6K | 0.19% | 73 |
|
|
2022
Q1 | $251K | Buy |
4,804
+484
| +11% | +$25.3K | 0.22% | 80 |
|
|
2021
Q4 | $205K | Buy |
+4,320
| New | +$205K | 0.13% | 119 |
|
|
2021
Q2 | – | Sell |
-4,200
| Closed | -$215K | – | 89 |
|
|
2021
Q1 | $215K | Buy |
+4,200
| New | +$215K | 0.23% | 72 |
|