Avantax Planning Partners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
9,547
-370
| -4% | -$13.2K | 0.01% | 329 |
|
|
2025
Q1 | $366K | Sell |
9,917
-3,591
| -27% | -$133K | 0.01% | 304 |
|
|
2024
Q4 | $507K | Sell |
13,508
-3,168
| -19% | -$119K | 0.02% | 259 |
|
|
2024
Q3 | $697K | Sell |
16,676
-828
| -5% | -$34.6K | 0.03% | 209 |
|
|
2024
Q2 | $685K | Buy |
17,504
+6,123
| +54% | +$240K | 0.02% | 240 |
|
|
2024
Q1 | $493K | Sell |
11,381
-599
| -5% | -$26K | 0.02% | 294 |
|
|
2023
Q4 | $525K | Buy |
11,980
+521
| +5% | +$22.8K | 0.02% | 233 |
|
|
2023
Q3 | $508K | Sell |
11,459
-969
| -8% | -$43K | 0.02% | 223 |
|
|
2023
Q2 | $516K | Sell |
12,428
-1,603
| -11% | -$66.6K | 0.02% | 230 |
|
|
2023
Q1 | $532K | Sell |
14,031
-664
| -5% | -$25.2K | 0.02% | 227 |
|
|
2022
Q4 | $514K | Buy |
14,695
+1,301
| +10% | +$45.5K | 0.02% | 230 |
|
|
2022
Q3 | $393K | Sell |
13,394
-1,591
| -11% | -$46.7K | 0.02% | 250 |
|
|
2022
Q2 | $588K | Sell |
14,985
-1,035
| -6% | -$40.6K | 0.03% | 203 |
|
|
2022
Q1 | $750K | Sell |
16,020
-695
| -4% | -$32.5K | 0.03% | 188 |
|
|
2021
Q4 | $841K | Sell |
16,715
-2,625
| -14% | -$132K | 0.03% | 172 |
|
|
2021
Q3 | $1.08M | Buy |
19,340
+1,895
| +11% | +$106K | 0.05% | 134 |
|
|
2021
Q2 | $995K | Buy |
17,445
+2,100
| +14% | +$120K | 0.05% | 135 |
|
|
2021
Q1 | $830K | Buy |
15,345
+1,183
| +8% | +$64K | 0.04% | 146 |
|
|
2020
Q4 | $742K | Sell |
14,162
-1,311
| -8% | -$68.7K | 0.04% | 147 |
|
|
2020
Q3 | $716K | Buy |
15,473
+32
| +0.2% | +$1.48K | 0.04% | 152 |
|
|
2020
Q2 | $602K | Sell |
15,441
-9,700
| -39% | -$378K | 0.03% | 159 |
|
|
2020
Q1 | $864K | Sell |
25,141
-8,457
| -25% | -$291K | 0.06% | 113 |
|
|
2019
Q4 | $1.51M | Buy |
33,598
+466
| +1% | +$21K | 0.09% | 85 |
|
|
2019
Q3 | $1.49M | Buy |
33,132
+1,995
| +6% | +$90K | 0.09% | 85 |
|
|
2019
Q2 | $1.33M | Sell |
31,137
-323
| -1% | -$13.8K | 0.09% | 88 |
|
|
2019
Q1 | $1.26M | Buy |
31,460
+5,207
| +20% | +$208K | 0.09% | 86 |
|
|
2018
Q4 | $894K | Sell |
26,253
-463
| -2% | -$15.8K | 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% | +$20.7K | 0.08% | 89 |
|
|
2018
Q1 | $889K | Buy |
26,026
+4,194
| +19% | +$143K | 0.08% | 108 |
|
|
2017
Q4 | $874K | Sell |
21,832
-3,302
| -13% | -$132K | 0.08% | 110 |
|
|
2017
Q3 | $967K | Buy |
25,134
+3,154
| +14% | +$121K | 0.08% | 124 |
|
|
2017
Q2 | $855K | Buy |
21,980
+3,272
| +17% | +$127K | 0.07% | 126 |
|
|
2017
Q1 | $703K | Buy |
18,708
+2,230
| +14% | +$83.8K | 0.06% | 147 |
|
|
2016
Q4 | $569K | Buy |
+16,478
| New | +$569K | 0.06% | 151 |
|