Acima Private Wealth’s Comcast CMCSA Stock Holding History

Acima Private Wealth’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-360	Closed	-$12.8K	–	184
2025 Q2	$12.8K	Hold	360	–	–	﹤0.01%	166
2025 Q1	$13.3K	Hold	360	–	–	﹤0.01%	166
2024 Q4	$13.5K	Hold	360	–	–	﹤0.01%	171
2024 Q3	$15K	Hold	360	–	–	0.01%	170
2024 Q2	$14.1K	Hold	360	–	–	0.01%	169
2024 Q1	$15.6K	Hold	360	–	–	0.01%	175
2023 Q4	$15.8K	Hold	360	–	–	0.01%	188
2023 Q3	$16K	Hold	360	–	–	0.01%	190
2023 Q2	$15K	Hold	360	–	–	0.01%	199
2023 Q1	$13.6K	Buy	+360	New	+$13.6K	0.01%	207
2021 Q1	–	Sell	-856	Closed	-$45K	–	235
2020 Q4	$45K	Hold	856	–	–	0.02%	161
2020 Q3	$40K	Hold	856	–	–	0.02%	158
2020 Q2	$33K	Hold	856	–	–	0.02%	176
2020 Q1	$29K	Hold	856	–	–	0.02%	182
2019 Q4	$38K	Hold	856	–	–	0.03%	200
2019 Q3	$38K	Hold	856	–	–	0.03%	200
2019 Q2	$36K	Hold	856	–	–	0.03%	190
2019 Q1	$34K	Buy	856 +120	+16%	+$4.51K	0.03%	186
2018 Q4	$25K	Buy	+736	New	+$26.9K	0.02%	185

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return