Carroll Financial Associates’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$909K Sell
18,026
-3,665
-17% -$191K 0.05% 187
2021
Q3
$1.21M Buy
21,691
+65
+0.3% +$3.79K 0.07% 169
2021
Q2
$1.23M Buy
21,626
+205
+1% +$11.5K 0.07% 164
2021
Q1
$1.16M Buy
21,421
+1,821
+9% +$96.2K 0.07% 158
2020
Q4
$1.03M Sell
19,600
-144
-0.7% -$6.9K 0.07% 162
2020
Q3
$913K Sell
19,744
-942
-5% -$41K 0.07% 158
2020
Q2
$806K Buy
20,686
+1,503
+8% +$57.2K 0.07% 163
2020
Q1
$659K Sell
19,183
-1,259
-6% -$53.1K 0.06% 165
2019
Q4
$919K Sell
20,442
-1,885
-8% -$83.9K 0.07% 146
2019
Q3
$1.01M Sell
22,327
-135
-0.6% -$5.98K 0.09% 141
2019
Q2
$949K Buy
22,462
+4,245
+23% +$179K 0.08% 138
2019
Q1
$728K Buy
18,217
+5,750
+46% +$216K 0.07% 151
2018
Q4
$441K Buy
12,467
+138
+1% +$5.04K 0.05% 168
2018
Q3
$436K Buy
12,329
+95
+0.8% +$3.36K 0.05% 192
2018
Q2
$401K Buy
12,234
+1,444
+13% +$47K 0.04% 194
2018
Q1
$368K Buy
10,790
+1,162
+12% +$45.1K 0.04% 203
2017
Q4
$385K Hold
9,628
0.04% 198
2017
Q3
$369K Buy
9,628
+1,344
+16% +$52.9K 0.04% 194
2017
Q2
$322K Sell
8,284
-1,555
-16% -$61.3K 0.04% 216
2017
Q1
$369K Buy
9,839
+1,373
+16% +$51K 0.05% 180
2016
Q4
$292K Hold
8,466
0.04% 197
2016
Q3
$280K Sell
8,466
-418
-5% -$13.9K 0.04% 201
2016
Q2
$289K Sell
8,884
-202
-2% -$6.27K 0.05% 188
2016
Q1
$277K Buy
9,086
+960
+12% +$27.6K 0.05% 183
2015
Q4
$229K Buy
8,126
+3,194
+65% +$96.2K 0.05% 195
2015
Q3
$150K Buy
4,932
+728
+17% +$21.6K 0.03% 230
2015
Q2
$126K Buy
4,204
+1,386
+49% +$40.7K 0.03% 239
2015
Q1
$80K Hold
2,818
0.04% 222
2014
Q4
$80K Sell
2,818
-1,278
-31% -$35K 0.05% 186
2014
Q3
$108K Sell
4,096
-974
-19% -$26.7K 0.03% 206
2014
Q2
$136K Buy
5,070
+516
+11% +$13.3K 0.04% 197
2014
Q1
$114K Sell
4,554
-604
-12% -$15.7K 0.04% 200
2013
Q4
$134K Buy
5,158
+224
+5% +$5.39K 0.05% 176
2013
Q3
$111K Buy
4,934
+312
+7% +$6.79K 0.04% 191
2013
Q2
$96K Buy
+4,622
New +$95.4K 0.05% 167

Other funds holding CMCSA

Carroll Financial Associates's CMCSA Position: Q4 2021 in Review

Carroll Financial Associates reduced its Comcast (CMCSA) stake by 17% in Q4 2021, selling an estimated $191K and leaving 18,026 shares worth $909K. The position accounts for 0.05% of the portfolio, ranked #187.

Carroll Financial Associates first reported a position in CMCSA in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.23M in Q2 2021. 2,415 funds tracked by Wall St. Rank hold CMCSA as of Q4 2021.

  • Carroll Financial Associates held 18,026 shares of Comcast worth $909K as of Q4 2021.
  • Carroll Financial Associates sold 3,665 Comcast shares in Q4 2021, an estimated $191K.
  • Comcast made up 0.05% of Carroll Financial Associates's portfolio in Q4 2021, its #187 holding.
  • Carroll Financial Associates first reported a position in Comcast in Q2 2013 and has held it in 35 quarters since.
  • Carroll Financial Associates's Comcast position peaked at $1.23M in Q2 2021.
  • 2,415 funds tracked by Wall St. Rank held Comcast as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.