AWA
Amplius Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Sell |
95,717
-447
| -0.5% | -$16K | 0.32% | 46 |
|
|
2025
Q1 | $3.55M | Sell |
96,164
-1,971
| -2% | -$72.7K | 0.37% | 41 |
|
|
2024
Q4 | $3.68M | Sell |
98,135
-273
| -0.3% | -$10.2K | 0.38% | 38 |
|
|
2024
Q3 | $4.11M | Buy |
98,408
+1,627
| +2% | +$68K | 0.45% | 36 |
|
|
2024
Q2 | $3.79M | Sell |
96,781
-60
| -0.1% | -$2.35K | 0.42% | 37 |
|
|
2024
Q1 | $4.2M | Sell |
96,841
-317
| -0.3% | -$13.7K | 0.47% | 36 |
|
|
2023
Q4 | $4.26M | Sell |
97,158
-103
| -0.1% | -$4.52K | 0.51% | 37 |
|
|
2023
Q3 | $4.31M | Buy |
97,261
+396
| +0.4% | +$17.6K | 0.58% | 35 |
|
|
2023
Q2 | $4.02M | Sell |
96,865
-131
| -0.1% | -$5.44K | 0.54% | 37 |
|
|
2023
Q1 | $3.68M | Buy |
96,996
+217
| +0.2% | +$8.23K | 0.53% | 35 |
|
|
2022
Q4 | $3.38M | Sell |
96,779
-1,189
| -1% | -$41.6K | 0.54% | 34 |
|
|
2022
Q3 | $2.87M | Sell |
97,968
-8,608
| -8% | -$252K | 0.51% | 36 |
|
|
2022
Q2 | $4.18M | Sell |
106,576
-2,379
| -2% | -$93.4K | 0.68% | 30 |
|
|
2022
Q1 | $5.1M | Buy |
108,955
+3,930
| +4% | +$184K | 0.78% | 27 |
|
|
2021
Q4 | $5.29M | Buy |
+105,025
| New | +$5.29M | 0.73% | 30 |
|