Avantax Planning Partners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-9,899
| Closed | -$284K | – | 462 |
|
|
2026
Q1 | $284K | Buy |
9,899
+1,265
| +15% | +$37.9K | 0.01% | 360 |
|
|
2025
Q4 | $258K | Buy |
8,634
+26
| +0.3% | +$742 | 0.01% | 373 |
|
|
2025
Q3 | $270K | Sell |
8,608
-939
| -10% | -$31.5K | 0.01% | 373 |
|
|
2025
Q2 | $341K | Sell |
9,547
-370
| -4% | -$12.8K | 0.01% | 329 |
|
|
2025
Q1 | $366K | Sell |
9,917
-3,591
| -27% | -$130K | 0.01% | 304 |
|
|
2024
Q4 | $507K | Sell |
13,508
-3,168
| -19% | -$131K | 0.02% | 259 |
|
|
2024
Q3 | $697K | Sell |
16,676
-828
| -5% | -$32.7K | 0.03% | 209 |
|
|
2024
Q2 | $685K | Buy |
17,504
+6,123
| +54% | +$240K | 0.02% | 240 |
|
|
2024
Q1 | $493K | Sell |
11,381
-599
| -5% | -$25.8K | 0.02% | 294 |
|
|
2023
Q4 | $525K | Buy |
11,980
+521
| +5% | +$22.3K | 0.02% | 233 |
|
|
2023
Q3 | $508K | Sell |
11,459
-969
| -8% | -$43.3K | 0.02% | 223 |
|
|
2023
Q2 | $516K | Sell |
12,428
-1,603
| -11% | -$63.7K | 0.02% | 230 |
|
|
2023
Q1 | $532K | Sell |
14,031
-664
| -5% | -$25.1K | 0.02% | 227 |
|
|
2022
Q4 | $514K | Buy |
14,695
+1,301
| +10% | +$43K | 0.02% | 230 |
|
|
2022
Q3 | $393K | Sell |
13,394
-1,591
| -11% | -$59.5K | 0.02% | 250 |
|
|
2022
Q2 | $588K | Sell |
14,985
-1,035
| -6% | -$44.4K | 0.03% | 203 |
|
|
2022
Q1 | $750K | Sell |
16,020
-695
| -4% | -$33.5K | 0.03% | 188 |
|
|
2021
Q4 | $841K | Sell |
16,715
-2,625
| -14% | -$137K | 0.03% | 172 |
|
|
2021
Q3 | $1.08M | Buy |
19,340
+1,895
| +11% | +$110K | 0.05% | 134 |
|
|
2021
Q2 | $995K | Buy |
17,445
+2,100
| +14% | +$117K | 0.05% | 135 |
|
|
2021
Q1 | $830K | Buy |
15,345
+1,183
| +8% | +$62.5K | 0.04% | 146 |
|
|
2020
Q4 | $742K | Sell |
14,162
-1,311
| -8% | -$62.8K | 0.04% | 147 |
|
|
2020
Q3 | $716K | Buy |
15,473
+32
| +0.2% | +$1.39K | 0.04% | 152 |
|
|
2020
Q2 | $602K | Sell |
15,441
-9,700
| -39% | -$369K | 0.03% | 159 |
|
|
2020
Q1 | $864K | Sell |
25,141
-8,457
| -25% | -$357K | 0.06% | 113 |
|
|
2019
Q4 | $1.51M | Buy |
33,598
+466
| +1% | +$20.7K | 0.09% | 85 |
|
|
2019
Q3 | $1.49M | Buy |
33,132
+1,995
| +6% | +$88.4K | 0.09% | 85 |
|
|
2019
Q2 | $1.33M | Sell |
31,137
-323
| -1% | -$13.6K | 0.09% | 88 |
|
|
2019
Q1 | $1.26M | Buy |
31,460
+5,207
| +20% | +$196K | 0.09% | 86 |
|
|
2018
Q4 | $894K | Sell |
26,253
-463
| -2% | -$16.9K | 0.07% | 103 |
|
|
2018
Q3 | $946K | Buy |
26,716
+58
| +0.2% | +$2.05K | 0.08% | 83 |
|
|
2018
Q2 | $875K | Buy |
26,658
+632
| +2% | +$20.6K | 0.08% | 89 |
|
|
2018
Q1 | $889K | Buy |
26,026
+4,194
| +19% | +$163K | 0.08% | 108 |
|
|
2017
Q4 | $874K | Sell |
21,832
-3,302
| -13% | -$124K | 0.08% | 110 |
|
|
2017
Q3 | $967K | Buy |
25,134
+3,154
| +14% | +$124K | 0.08% | 124 |
|
|
2017
Q2 | $855K | Buy |
21,980
+3,272
| +17% | +$129K | 0.07% | 126 |
|
|
2017
Q1 | $703K | Buy |
18,708
+2,230
| +14% | +$82.8K | 0.06% | 147 |
|
|
2016
Q4 | $569K | Buy |
+16,478
| New | +$550K | 0.06% | 151 |
|
Other funds holding CMCSA
Avantax Planning Partners's CMCSA Position: Q2 2026 in Review
Avantax Planning Partners sold out of Comcast (CMCSA) in Q2 2026, closing a stake of 9,899 shares — an estimated $284K sold.
Avantax Planning Partners first reported a position in CMCSA in Q4 2016 and held it in 38 quarters. The position peaked at $1.51M in Q4 2019. 1,889 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.
- Avantax Planning Partners reported no remaining Comcast position as of Q2 2026 after selling out during the quarter.
- Avantax Planning Partners sold 9,899 Comcast shares in Q2 2026, an estimated $284K.
- Avantax Planning Partners first reported a position in Comcast in Q4 2016 and held it in 38 quarters.
- Avantax Planning Partners's Comcast position peaked at $1.51M in Q4 2019.
- 1,889 funds tracked by Wall St. Rank held Comcast as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.