CSWM
Cassady Schiller Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $28.7K | Buy |
766
+150
| +24% | +$5.63K | 0.01% | 251 |
|
|
2024
Q3 | $25.7K | Hold |
616
| – | – | 0.01% | 250 |
|
|
2024
Q2 | $24.1K | Sell |
616
-1,818
| -75% | -$71.2K | 0.01% | 253 |
|
|
2024
Q1 | $106K | Sell |
2,434
-136
| -5% | -$5.9K | 0.05% | 151 |
|
|
2023
Q4 | $109K | Sell |
2,570
-523
| -17% | -$22.1K | 0.05% | 146 |
|
|
2023
Q3 | $137K | Sell |
3,093
-610
| -16% | -$27K | 0.08% | 130 |
|
|
2023
Q2 | $154K | Buy |
3,703
+402
| +12% | +$16.7K | 0.08% | 122 |
|
|
2023
Q1 | $125K | Sell |
3,301
-48
| -1% | -$1.82K | 0.06% | 132 |
|
|
2022
Q4 | $117K | Buy |
+3,349
| New | +$117K | 0.07% | 124 |
|
|
2022
Q1 | – | Sell |
-3,242
| Closed | -$163K | – | 197 |
|
|
2021
Q4 | $163K | Buy |
+3,242
| New | +$163K | 0.1% | 109 |
|