BigSur Wealth Management’s Comcast CMCSA Stock Holding History

BigSur Wealth Management’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11,704	Closed	-$489K	–	154
2024 Q3	$489K	Hold	11,704	–	–	0.13%	119
2024 Q2	$458K	Hold	11,704	–	–	0.14%	117
2024 Q1	$507K	Buy	+11,704	New	+$505K	0.16%	109
2021 Q3	–	Sell	-3,527	Closed	-$201K	–	124
2021 Q2	$201K	Buy	+3,527	New	+$197K	0.09%	114
2020 Q2	–	Sell	-8,775	Closed	-$304K	–	106
2020 Q1	$304K	Hold	8,775	–	–	0.23%	79
2019 Q4	$395K	Hold	8,775	–	–	0.22%	83
2019 Q3	$396K	Hold	8,775	–	–	0.27%	75
2019 Q2	$375K	Hold	8,775	–	–	0.26%	76
2019 Q1	$351K	Hold	8,775	–	–	0.23%	76
2018 Q4	$300K	Buy	8,775 +723	+9%	+$26.4K	0.21%	73
2018 Q3	$285K	Hold	8,052	–	–	0.18%	83
2018 Q2	$264K	Buy	+8,052	New	+$262K	0.19%	82

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BigSur Wealth Management's CMCSA Position: Q4 2024 in Review

BigSur Wealth Management sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 11,704 shares — an estimated $489K sold.

BigSur Wealth Management first reported a position in CMCSA in Q2 2018 and held it in 12 quarters. The position peaked at $507K in Q1 2024. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

BigSur Wealth Management reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
BigSur Wealth Management sold 11,704 Comcast shares in Q4 2024, an estimated $489K.
BigSur Wealth Management first reported a position in Comcast in Q2 2018 and held it in 12 quarters.
BigSur Wealth Management's Comcast position peaked at $507K in Q1 2024.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on BigSur Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.