BRIA
Balanced Rock Investment Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
12,994
+1,897
| +17% | +$67.7K | 0.36% | 59 |
|
|
2025
Q1 | $409K | Buy |
11,097
+410
| +4% | +$15.1K | 0.33% | 58 |
|
|
2024
Q4 | $401K | Sell |
10,687
-99
| -0.9% | -$3.72K | 0.32% | 60 |
|
|
2024
Q3 | $451K | Sell |
10,786
-374
| -3% | -$15.6K | 0.35% | 58 |
|
|
2024
Q2 | $437K | Sell |
11,160
-161
| -1% | -$6.31K | 0.37% | 56 |
|
|
2024
Q1 | $491K | Sell |
11,321
-1,365
| -11% | -$59.2K | 0.42% | 52 |
|
|
2023
Q4 | $556K | Buy |
+12,686
| New | +$556K | 0.49% | 49 |
|