CCWM
Cassaday & Co Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
14,974
+735
| +5% | +$26.2K | 0.01% | 201 |
|
|
2025
Q1 | $525K | Buy |
14,239
+468
| +3% | +$17.3K | 0.01% | 194 |
|
|
2024
Q4 | $517K | Buy |
13,771
+105
| +0.8% | +$3.94K | 0.01% | 191 |
|
|
2024
Q3 | $571K | Sell |
13,666
-393
| -3% | -$16.4K | 0.02% | 173 |
|
|
2024
Q2 | $551K | Sell |
14,059
-20
| -0.1% | -$783 | 0.02% | 163 |
|
|
2024
Q1 | $610K | Sell |
14,079
-990
| -7% | -$42.9K | 0.02% | 155 |
|
|
2023
Q4 | $661K | Buy |
15,069
+203
| +1% | +$8.9K | 0.02% | 139 |
|
|
2023
Q3 | $659K | Buy |
14,866
+2,427
| +20% | +$108K | 0.03% | 122 |
|
|
2023
Q2 | $517K | Buy |
12,439
+175
| +1% | +$7.27K | 0.02% | 152 |
|
|
2023
Q1 | $465K | Sell |
12,264
-841
| -6% | -$31.9K | 0.02% | 161 |
|
|
2022
Q4 | $458K | Buy |
+13,105
| New | +$458K | 0.02% | 155 |
|