Aries Wealth Management’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,131	Closed	-$298K	–	227
2024 Q3	$298K	Sell	7,131 -1,825	-20%	-$72K	0.08%	186
2024 Q2	$351K	Sell	8,956 -4,817	-35%	-$189K	0.11%	146
2024 Q1	$597K	Sell	13,773 -220	-2%	-$9.49K	0.19%	112
2023 Q4	$614K	Sell	13,993 -709	-5%	-$30.4K	0.22%	105
2023 Q3	$651K	Sell	14,702 -32	-0.2%	-$1.43K	0.25%	96
2023 Q2	$612K	Sell	14,734 -503	-3%	-$20K	0.24%	103
2023 Q1	$578K	Sell	15,237 -45	-0.3%	-$1.7K	0.24%	104
2022 Q4	$534K	Sell	15,282 -520	-3%	-$17.2K	0.23%	106
2022 Q3	$502K	Sell	15,802 -471	-3%	-$17.6K	0.22%	103
2022 Q2	$639K	Buy	+16,273	New	+$698K	0.29%	82
2022 Q1	–	Sell	-16,180	Closed	-$814K	–	100
2021 Q4	$814K	Buy	16,180 +140	+0.9%	+$7.3K	0.31%	79
2021 Q3	$897K	Buy	16,040 +212	+1%	+$12.4K	0.38%	67
2021 Q2	$903K	Buy	15,828 +155	+1%	+$8.67K	0.39%	68
2021 Q1	$835K	Sell	15,673 -210	-1%	-$11.1K	0.38%	69
2020 Q4	$819K	Buy	15,883 +385	+2%	+$18.4K	0.41%	58
2020 Q3	$717K	Sell	15,498 -782	-5%	-$34K	0.41%	58
2020 Q2	$635K	Buy	16,280 +1,345	+9%	+$51.2K	0.39%	63
2020 Q1	$513K	Buy	14,935 +628	+4%	+$26.5K	0.39%	67
2019 Q4	$639K	Hold	14,307	–	–	0.39%	67
2019 Q3	$652K	Sell	14,307 -88	-0.6%	-$3.9K	0.43%	66
2019 Q2	$623K	Sell	14,395 -50	-0.3%	-$2.11K	0.44%	66
2019 Q1	$578K	Sell	14,445 -280	-2%	-$10.5K	0.43%	65
2018 Q4	$501K	Buy	14,725 +330	+2%	+$12K	0.53%	61
2018 Q3	$510K	Hold	14,395	–	–	0.46%	62
2018 Q2	$515K	Buy	14,395 +1,500	+12%	+$48.9K	0.48%	62
2018 Q1	$437K	Buy	12,895 +350	+3%	+$13.6K	0.42%	69
2017 Q4	$533K	Buy	+12,545	New	+$472K	0.49%	63