Caldwell Trust’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
4,329
-10,157
|
|
||||
|
2025
Q1 | $535K | Sell |
14,486
-3,270
|
|
||||
|
2024
Q4 | $666K | Sell |
17,756
-2,844
|
|
||||
|
2024
Q3 | $860K | Sell |
20,600
-2,493
|
|
||||
|
2024
Q2 | $904K | Sell |
23,093
-1,841
|
|
||||
|
2024
Q1 | $1.08M | Sell |
24,934
-791
|
|
||||
|
2023
Q4 | $1.13M | Sell |
25,725
-363
|
|
||||
|
2023
Q3 | $1.16M | Sell |
26,088
-2,767
|
|
||||
|
2023
Q2 | $1.2M | Sell |
28,855
-3,459
|
|
||||
|
2023
Q1 | $1.23M | Sell |
32,314
-315
|
|
||||
|
2022
Q4 | $1.14M | Sell |
32,629
-653
|
|
||||
|
2022
Q3 | $976K | Buy |
33,282
+325
|
|
||||
|
2022
Q2 | $1.29M | Buy |
32,957
+2,294
|
|
||||
|
2022
Q1 | $1.44M | Buy |
30,663
+3,747
|
|
||||
|
2021
Q4 | $1.35M | Buy |
26,916
+55
|
|
||||
|
2021
Q3 | $1.5M | Buy |
26,861
+1,316
|
|
||||
|
2021
Q2 | $1.46M | Sell |
25,545
-3,395
|
|
||||
|
2021
Q1 | $1.57M | Buy |
28,940
+2,245
|
|
||||
|
2020
Q4 | $1.4M | Sell |
26,695
-100
|
|
||||
|
2020
Q3 | $1.24M | Sell |
26,795
-582
|
|
||||
|
2020
Q2 | $1.07M | Buy |
27,377
+1,796
|
|
||||
|
2020
Q1 | $879K | Buy |
25,581
+1,699
|
|
||||
|
2019
Q4 | $1.07M | Buy |
+23,882
|
|