Optivise Advisory Services’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$358K	Buy	10,034 +1,756	+21%	+$62.7K	0.18%	118
2025 Q1	$305K	Buy	8,278 +2,652	+47%	+$97.9K	0.17%	124
2024 Q4	$211K	Buy	+5,626	New	+$211K	0.11%	167