OWA
Opal Wealth Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
7,370
+2,363
| +47% | +$430K | 0.37% | 32 |
|
|
2025
Q1 | $795K | Buy |
5,007
+97
| +2% | +$15.4K | 0.25% | 46 |
|
|
2024
Q4 | $591K | Buy |
4,910
+467
| +11% | +$56.2K | 0.18% | 80 |
|
|
2024
Q3 | $539K | Buy |
4,443
+2,152
| +94% | +$261K | 0.17% | 77 |
|
|
2024
Q2 | $232K | Sell |
2,291
-399
| -15% | -$40.4K | 0.07% | 156 |
|
|
2024
Q1 | $246K | Sell |
2,690
-865
| -24% | -$79.3K | 0.08% | 146 |
|
|
2023
Q4 | $334K | Buy |
3,555
+21
| +0.6% | +$1.98K | 0.13% | 119 |
|
|
2023
Q3 | $327K | Buy |
3,534
+286
| +9% | +$26.5K | 0.19% | 88 |
|
|
2023
Q2 | $317K | Buy |
3,248
+6
| +0.2% | +$586 | 0.16% | 87 |
|
|
2023
Q1 | $315K | Buy |
3,242
+947
| +41% | +$92.1K | 0.18% | 66 |
|
|
2022
Q4 | $232K | Buy |
+2,295
| New | +$232K | 0.13% | 106 |
|
|
2022
Q3 | – | Sell |
-2,260
| Closed | -$223K | – | 116 |
|
|
2022
Q2 | $223K | Buy |
+2,260
| New | +$223K | 0.15% | 95 |
|