Baron Silver Stevens Financial Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $219K | Buy |
6,138
+573
| +10% | +$20.5K | 0.04% | 134 |
|
2025
Q1 | $205K | Sell |
5,565
-1,633
| -23% | -$60.3K | 0.04% | 121 |
|
2024
Q4 | $270K | Sell |
7,198
-349
| -5% | -$13.1K | 0.05% | 99 |
|
2024
Q3 | $315K | Hold |
7,547
| – | – | 0.06% | 91 |
|
2024
Q2 | $296K | Sell |
7,547
-2,769
| -27% | -$108K | 0.06% | 90 |
|
2024
Q1 | $447K | Buy |
10,316
+2,872
| +39% | +$125K | 0.09% | 75 |
|
2023
Q4 | $326K | Buy |
7,444
+615
| +9% | +$27K | 0.07% | 80 |
|
2023
Q3 | $303K | Buy |
6,829
+390
| +6% | +$17.3K | 0.07% | 78 |
|
2023
Q2 | $268K | Buy |
6,439
+210
| +3% | +$8.73K | 0.06% | 87 |
|
2023
Q1 | $236K | Buy |
+6,229
| New | +$236K | 0.06% | 94 |
|
2022
Q3 | – | Sell |
-11,119
| Closed | -$436K | – | 107 |
|
2022
Q2 | $436K | Buy |
11,119
+5,501
| +98% | +$216K | 0.11% | 59 |
|
2022
Q1 | $263K | Sell |
5,618
-309
| -5% | -$14.5K | 0.06% | 79 |
|
2021
Q4 | $298K | Buy |
5,927
+161
| +3% | +$8.1K | 0.07% | 65 |
|
2021
Q3 | $322K | Sell |
5,766
-4,867
| -46% | -$272K | 0.09% | 60 |
|
2021
Q2 | $606K | Buy |
10,633
+5,278
| +99% | +$301K | 0.16% | 44 |
|
2021
Q1 | $289K | Buy |
5,355
+1,411
| +36% | +$76.1K | 0.16% | 37 |
|
2020
Q4 | $206K | Buy |
+3,944
| New | +$206K | 0.07% | 61 |
|