ACM
Aryeh Capital Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Hold |
207,806
| – | – | 5.81% | 11 |
|
|
2025
Q1 | $7.67M | Sell |
207,806
-104,900
| -34% | -$3.87M | 5.48% | 10 |
|
|
2024
Q4 | $11.7M | Hold |
312,706
| – | – | 7.03% | 8 |
|
|
2024
Q3 | $13.1M | Hold |
312,706
| – | – | 7.86% | 7 |
|
|
2024
Q2 | $12.2M | Hold |
312,706
| – | – | 7.86% | 7 |
|
|
2024
Q1 | $13.6M | Hold |
312,706
| – | – | 8.46% | 7 |
|
|
2023
Q4 | $13.7M | Hold |
312,706
| – | – | 8.29% | 9 |
|
|
2023
Q3 | $13.9M | Hold |
312,706
| – | – | 11.16% | 7 |
|
|
2023
Q2 | $13M | Hold |
312,706
| – | – | 9.58% | 6 |
|
|
2023
Q1 | $11.9M | Sell |
312,706
-438,200
| -58% | -$16.6M | 9.17% | 7 |
|
|
2022
Q4 | $26.3M | Sell |
750,906
-473,700
| -39% | -$16.6M | 19.53% | 1 |
|
|
2022
Q3 | $35.9M | Buy |
1,224,606
+809,389
| +195% | +$23.7M | 17.2% | 2 |
|
|
2022
Q2 | $16.3M | Sell |
415,217
-500,000
| -55% | -$19.6M | 6.56% | 8 |
|
|
2022
Q1 | $42.9M | Buy |
915,217
+88,500
| +11% | +$4.14M | 14.28% | 3 |
|
|
2021
Q4 | $41.6M | Buy |
826,717
+417,056
| +102% | +$21M | 14.37% | 2 |
|
|
2021
Q3 | $22.9M | Buy |
409,661
+111,600
| +37% | +$6.24M | 8.92% | 6 |
|
|
2021
Q2 | $17M | Hold |
298,061
| – | – | 7.94% | 6 |
|
|
2021
Q1 | $16.1M | Hold |
298,061
| – | – | 8.45% | 7 |
|
|
2020
Q4 | $15.6M | Buy |
+298,061
| New | +$15.6M | 8.5% | 5 |
|