BWA
BDO Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $176K | Buy |
4,236
+680
| +19% | +$28.3K | 0.02% | 276 |
|
|
2023
Q1 | $135K | Sell |
3,556
-1,004
| -22% | -$38.1K | 0.02% | 286 |
|
|
2022
Q4 | $159K | Sell |
4,560
-588
| -11% | -$20.6K | 0.02% | 280 |
|
|
2022
Q3 | $151K | Sell |
5,148
-100
| -2% | -$2.93K | 0.02% | 278 |
|
|
2022
Q2 | $206K | Sell |
5,248
-720
| -12% | -$28.3K | 0.03% | 247 |
|
|
2022
Q1 | $279K | Sell |
5,968
-829
| -12% | -$38.8K | 0.03% | 227 |
|
|
2021
Q4 | $342K | Sell |
6,797
-4,578
| -40% | -$230K | 0.04% | 218 |
|
|
2021
Q3 | $636K | Sell |
11,375
-1,296
| -10% | -$72.5K | 0.07% | 164 |
|
|
2021
Q2 | $723K | Sell |
12,671
-935
| -7% | -$53.4K | 0.08% | 161 |
|
|
2021
Q1 | $736K | Buy |
13,606
+8,270
| +155% | +$447K | 0.09% | 156 |
|
|
2020
Q4 | $280K | Buy |
5,336
+442
| +9% | +$23.2K | 0.04% | 203 |
|
|
2020
Q3 | $226K | Buy |
4,894
+888
| +22% | +$41K | 0.04% | 208 |
|
|
2020
Q2 | $156K | Sell |
4,006
-744
| -16% | -$29K | 0.03% | 242 |
|
|
2020
Q1 | $163K | Buy |
4,750
+3,858
| +433% | +$132K | 0.03% | 222 |
|
|
2019
Q4 | $40K | Hold |
892
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $40K | Hold |
892
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $38K | Sell |
892
-104
| -10% | -$4.43K | 0.01% | 329 |
|
|
2019
Q1 | $40K | Buy |
996
+1
| +0.1% | +$40 | 0.01% | 304 |
|
|
2018
Q4 | $34K | Sell |
995
-456
| -31% | -$15.6K | 0.01% | 290 |
|
|
2018
Q3 | $51K | Buy |
1,451
+457
| +46% | +$16.1K | 0.02% | 292 |
|
|
2018
Q2 | $33K | Buy |
994
+3
| +0.3% | +$100 | 0.01% | 335 |
|
|
2018
Q1 | $34K | Buy |
991
+679
| +218% | +$23.3K | 0.01% | 278 |
|
|
2017
Q4 | $12K | Buy |
312
+22
| +8% | +$846 | 0.01% | 325 |
|
|
2017
Q3 | $11K | Sell |
290
-866
| -75% | -$32.8K | 0.01% | 302 |
|
|
2017
Q2 | $45K | Buy |
+1,156
| New | +$45K | 0.02% | 243 |
|