OWA
Opal Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
5,153
+160
| +3% | +$56.8K | 0.51% | 26 |
|
|
2025
Q1 | $1.75M | Sell |
4,993
-295
| -6% | -$103K | 0.54% | 22 |
|
|
2024
Q4 | $1.67M | Sell |
5,288
-78
| -1% | -$24.7K | 0.5% | 31 |
|
|
2024
Q3 | $1.48M | Buy |
5,366
+156
| +3% | +$42.9K | 0.46% | 31 |
|
|
2024
Q2 | $1.37M | Sell |
5,210
-103
| -2% | -$27K | 0.44% | 31 |
|
|
2024
Q1 | $1.48M | Sell |
5,313
-709
| -12% | -$198K | 0.5% | 32 |
|
|
2023
Q4 | $1.57M | Buy |
6,022
+94
| +2% | +$24.5K | 0.62% | 29 |
|
|
2023
Q3 | $1.36M | Buy |
5,928
+218
| +4% | +$50.1K | 0.8% | 19 |
|
|
2023
Q2 | $1.36M | Buy |
5,710
+2,312
| +68% | +$549K | 0.68% | 18 |
|
|
2023
Q1 | $766K | Buy |
3,398
+27
| +0.8% | +$6.09K | 0.45% | 26 |
|
|
2022
Q4 | $700K | Buy |
3,371
+49
| +1% | +$10.2K | 0.39% | 40 |
|
|
2022
Q3 | $590K | Sell |
3,322
-106
| -3% | -$18.8K | 0.43% | 34 |
|
|
2022
Q2 | $675K | Sell |
3,428
-154
| -4% | -$30.3K | 0.45% | 33 |
|
|
2022
Q1 | $794K | Sell |
3,582
-378
| -10% | -$83.8K | 0.69% | 22 |
|
|
2021
Q4 | $858K | Buy |
3,960
+679
| +21% | +$147K | 0.54% | 33 |
|
|
2021
Q3 | $731K | Sell |
3,281
-315
| -9% | -$70.2K | 0.7% | 23 |
|
|
2021
Q2 | $841K | Buy |
3,596
+189
| +6% | +$44.2K | 0.78% | 23 |
|
|
2021
Q1 | $721K | Buy |
3,407
+239
| +8% | +$50.6K | 0.78% | 21 |
|
|
2020
Q4 | $693K | Buy |
+3,168
| New | +$693K | 0.87% | 19 |
|