PIWA
Prevail Innovative Wealth Advisors’s Altria Group MO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Buy |
14,167
+1,733
| +14% | +$102K | 0.19% | 148 |
|
|
2025
Q1 | $746K | Buy |
12,434
+8,318
| +202% | +$499K | 0.2% | 126 |
|
|
2024
Q4 | $215K | Buy |
+4,116
| New | +$215K | 0.06% | 150 |
|
|
2024
Q2 | – | Sell |
-65,410
| Closed | -$2.85M | – | 172 |
|
|
2024
Q1 | $2.85M | Sell |
65,410
-1,735
| -3% | -$75.7K | 1.06% | 22 |
|
|
2023
Q4 | $2.71M | Sell |
67,145
-2,052
| -3% | -$82.8K | 1.29% | 23 |
|
|
2023
Q3 | $2.91M | Buy |
+69,197
| New | +$2.91M | 1.51% | 18 |
|