OWA
Opal Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
7,120
+879
| +14% | +$31.4K | 0.07% | 164 |
|
|
2025
Q1 | $230K | Sell |
6,241
-52
| -0.8% | -$1.92K | 0.07% | 160 |
|
|
2024
Q4 | $236K | Sell |
6,293
-1,994
| -24% | -$74.8K | 0.07% | 164 |
|
|
2024
Q3 | $346K | Sell |
8,287
-717
| -8% | -$30K | 0.11% | 110 |
|
|
2024
Q2 | $353K | Sell |
9,004
-833
| -8% | -$32.6K | 0.11% | 104 |
|
|
2024
Q1 | $426K | Sell |
9,837
-3,168
| -24% | -$137K | 0.14% | 91 |
|
|
2023
Q4 | $570K | Buy |
13,005
+1,177
| +10% | +$51.6K | 0.22% | 71 |
|
|
2023
Q3 | $524K | Buy |
11,828
+1,472
| +14% | +$65.3K | 0.31% | 53 |
|
|
2023
Q2 | $430K | Buy |
10,356
+545
| +6% | +$22.6K | 0.21% | 61 |
|
|
2023
Q1 | $372K | Buy |
9,811
+635
| +7% | +$24.1K | 0.22% | 57 |
|
|
2022
Q4 | $321K | Buy |
9,176
+573
| +7% | +$20K | 0.18% | 74 |
|
|
2022
Q3 | $252K | Buy |
8,603
+112
| +1% | +$3.28K | 0.18% | 79 |
|
|
2022
Q2 | $333K | Buy |
8,491
+182
| +2% | +$7.14K | 0.22% | 59 |
|
|
2022
Q1 | $389K | Buy |
8,309
+503
| +6% | +$23.5K | 0.34% | 44 |
|
|
2021
Q4 | $393K | Buy |
+7,806
| New | +$393K | 0.25% | 69 |
|
|
2021
Q2 | – | Sell |
-4,210
| Closed | -$228K | – | 87 |
|
|
2021
Q1 | $228K | Sell |
4,210
-1,612
| -28% | -$87.3K | 0.25% | 66 |
|
|
2020
Q4 | $305K | Buy |
+5,822
| New | +$305K | 0.38% | 36 |
|