Beacon Financial Advisory’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+6,324
| New | +$226K | 0.06% | 324 |
|
|
2022
Q3 | – | Sell |
-5,282
| Closed | -$207K | – | 194 |
|
|
2022
Q2 | $207K | Sell |
5,282
-194
| -4% | -$7.6K | 0.12% | 207 |
|
|
2022
Q1 | $256K | Sell |
5,476
-323
| -6% | -$15.1K | 0.12% | 197 |
|
|
2021
Q4 | $292K | Buy |
5,799
+601
| +12% | +$30.3K | 0.13% | 186 |
|
|
2021
Q3 | $291K | Buy |
5,198
+1
| +0% | +$56 | 0.15% | 172 |
|
|
2021
Q2 | $296K | Buy |
5,197
+1
| +0% | +$57 | 0.16% | 162 |
|
|
2021
Q1 | $281K | Sell |
5,196
-112
| -2% | -$6.06K | 0.16% | 160 |
|
|
2020
Q4 | $278K | Buy |
5,308
+314
| +6% | +$16.4K | 0.18% | 152 |
|
|
2020
Q3 | $231K | Sell |
4,994
-170
| -3% | -$7.86K | 0.2% | 150 |
|
|
2020
Q2 | $201K | Buy |
+5,164
| New | +$201K | 0.22% | 136 |
|
|
2020
Q1 | – | Sell |
-4,485
| Closed | -$201K | – | 138 |
|
|
2019
Q4 | $201K | Buy |
+4,485
| New | +$201K | 0.17% | 155 |
|