Beverly Hills Private Wealth’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.5M Sell
126,119
-21,130
-14% -$754K 0.84% 23
2025
Q1
$5.43M Buy
147,249
+8,074
+6% +$298K 1.07% 16
2024
Q4
$5.22M Buy
139,175
+4,225
+3% +$159K 1.06% 17
2024
Q3
$5.64M Buy
134,950
+5,824
+5% +$243K 1.14% 14
2024
Q2
$5.06M Buy
129,126
+14,350
+13% +$562K 1.1% 14
2024
Q1
$4.98M Buy
114,776
+6,603
+6% +$286K 1.15% 18
2023
Q4
$4.74M Buy
108,173
+4,962
+5% +$218K 1.24% 13
2023
Q3
$4.58M Sell
103,211
-91,684
-47% -$4.07M 1.36% 12
2023
Q2
$8.74M Buy
194,895
+97,407
+100% +$4.37M 1.44% 12
2023
Q1
$3.7M Buy
97,488
+19,450
+25% +$737K 1.15% 16
2022
Q4
$2.73M Buy
+78,038
New +$2.73M 1.19% 18