Charter Oak Capital Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$205K Sell
2025
Q1
$233K Sell
2024
Q4
$238K Buy
2024
Q3
$242K Buy
2024
Q2
Sell
2024
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$231K Sell
2023
Q2
$219K Sell
2023
Q1
$203K Buy
2022
Q3
Sell
2022
Q2
$190K Buy
2022
Q1
$227K Sell
2021
Q4
$268K Buy
2021
Q3
$292K Buy
2021
Q2
$298K Sell
2021
Q1
$291K Sell
2020
Q4
$285K Buy