BTWM
Baker Tilly Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
32,969
+2,005
| +6% | +$71.6K | 0.42% | 45 |
|
|
2025
Q1 | $1.14M | Buy |
30,964
+10,038
| +48% | +$370K | 0.45% | 49 |
|
|
2024
Q4 | $785K | Sell |
20,926
-5,362
| -20% | -$201K | 0.31% | 77 |
|
|
2024
Q3 | $1.1M | Sell |
26,288
-358
| -1% | -$15K | 0.49% | 43 |
|
|
2024
Q2 | $1.04M | Sell |
26,646
-30,648
| -53% | -$1.2M | 0.43% | 46 |
|
|
2024
Q1 | $2.48M | Buy |
57,294
+2,695
| +5% | +$117K | 0.45% | 50 |
|
|
2023
Q4 | $2.39M | Sell |
54,599
-6,101
| -10% | -$268K | 0.39% | 53 |
|
|
2023
Q3 | $2.69M | Sell |
60,700
-48,456
| -44% | -$2.15M | 0.44% | 46 |
|
|
2023
Q2 | $4.54M | Buy |
109,156
+3,403
| +3% | +$141K | 0.48% | 46 |
|
|
2023
Q1 | $4.01M | Buy |
105,753
+17,158
| +19% | +$650K | 0.45% | 47 |
|
|
2022
Q4 | $3.1M | Buy |
88,595
+6,809
| +8% | +$238K | 0.38% | 68 |
|
|
2022
Q3 | $2.4M | Buy |
81,786
+5,453
| +7% | +$160K | 0.33% | 70 |
|
|
2022
Q2 | $3M | Buy |
76,333
+3,067
| +4% | +$120K | 0.39% | 62 |
|
|
2022
Q1 | $3.43M | Buy |
73,266
+21,211
| +41% | +$993K | 0.38% | 61 |
|
|
2021
Q4 | $2.62M | Buy |
52,055
+3,006
| +6% | +$151K | 0.28% | 70 |
|
|
2021
Q3 | $2.74M | Buy |
49,049
+8,122
| +20% | +$454K | 0.36% | 55 |
|
|
2021
Q2 | $2.33M | Buy |
40,927
+1,726
| +4% | +$98.4K | 0.38% | 52 |
|
|
2021
Q1 | $2.12M | Buy |
39,201
+19,769
| +102% | +$1.07M | 0.43% | 50 |
|
|
2020
Q4 | $1.02M | Buy |
+19,432
| New | +$1.02M | 0.31% | 79 |
|