AO
Advisor OS’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
37,273
+1,833
| +5% | +$65.4K | 0.13% | 111 |
|
|
2025
Q1 | $1.31M | Buy |
35,440
+8,841
| +33% | +$326K | 0.15% | 96 |
|
|
2024
Q4 | $998K | Buy |
26,599
+14,374
| +118% | +$539K | 0.12% | 120 |
|
|
2024
Q3 | $511K | Buy |
12,225
+1,694
| +16% | +$70.8K | 0.05% | 251 |
|
|
2024
Q2 | $412K | Sell |
10,531
-195
| -2% | -$7.64K | 0.05% | 258 |
|
|
2024
Q1 | $465K | Sell |
10,726
-1,571
| -13% | -$68.1K | 0.05% | 248 |
|
|
2023
Q4 | $539K | Buy |
12,297
+4,193
| +52% | +$184K | 0.07% | 210 |
|
|
2023
Q3 | $359K | Sell |
8,104
-127
| -2% | -$5.63K | 0.05% | 215 |
|
|
2023
Q2 | $342K | Buy |
8,231
+1,888
| +30% | +$78.4K | 0.06% | 225 |
|
|
2023
Q1 | $240K | Buy |
+6,343
| New | +$240K | 0.06% | 214 |
|
|
2022
Q1 | – | Sell |
-3,977
| Closed | -$201K | – | 203 |
|
|
2021
Q4 | $201K | Sell |
3,977
-2,303
| -37% | -$116K | 0.04% | 237 |
|
|
2021
Q3 | $351K | Sell |
6,280
-146
| -2% | -$8.16K | 0.08% | 187 |
|
|
2021
Q2 | $366K | Buy |
+6,426
| New | +$366K | 0.08% | 171 |
|
|
2020
Q4 | – | Sell |
-5,211
| Closed | -$241K | – | 141 |
|
|
2020
Q3 | $241K | Sell |
5,211
-5,613
| -52% | -$260K | 0.1% | 91 |
|
|
2020
Q2 | $422K | Buy |
+10,824
| New | +$422K | 0.25% | 83 |
|