CWM
CarsonAllaria Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
4,772
-190
| -4% | -$6.78K | 0.09% | 74 |
|
|
2025
Q1 | $183K | Buy |
4,962
+282
| +6% | +$10.4K | 0.11% | 71 |
|
|
2024
Q4 | $176K | Sell |
4,680
-402
| -8% | -$15.1K | 0.1% | 70 |
|
|
2024
Q3 | $212K | Buy |
5,082
+192
| +4% | +$8.02K | 0.12% | 66 |
|
|
2024
Q2 | $192K | Sell |
4,890
-547
| -10% | -$21.4K | 0.12% | 65 |
|
|
2024
Q1 | $236K | Sell |
5,437
-618
| -10% | -$26.8K | 0.15% | 61 |
|
|
2023
Q4 | $266K | Sell |
6,055
-106
| -2% | -$4.65K | 0.19% | 51 |
|
|
2023
Q3 | $273K | Buy |
6,161
+13
| +0.2% | +$576 | 0.22% | 50 |
|
|
2023
Q2 | $255K | Buy |
6,148
+28
| +0.5% | +$1.16K | 0.2% | 54 |
|
|
2023
Q1 | $232K | Buy |
6,120
+15
| +0.2% | +$569 | 0.2% | 58 |
|
|
2022
Q4 | $213K | Buy |
6,105
+31
| +0.5% | +$1.08K | 0.19% | 63 |
|
|
2022
Q3 | $178K | Buy |
6,074
+5,904
| +3,473% | +$173K | 0.17% | 68 |
|
|
2022
Q2 | $7K | Hold |
170
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $8K | Hold |
170
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $9K | Buy |
+170
| New | +$9K | 0.01% | 210 |
|