CIA
Compass Ion Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
+13,629
| New | +$486K | 0.05% | 172 |
|
|
2025
Q1 | – | Sell |
-5,696
| Closed | -$214K | – | 266 |
|
|
2024
Q4 | $214K | Buy |
5,696
+173
| +3% | +$6.49K | 0.03% | 244 |
|
|
2024
Q3 | $231K | Buy |
+5,523
| New | +$231K | 0.03% | 236 |
|
|
2024
Q1 | – | Sell |
-4,609
| Closed | -$202K | – | 230 |
|
|
2023
Q4 | $202K | Sell |
4,609
-229
| -5% | -$10K | 0.03% | 221 |
|
|
2023
Q3 | $215K | Buy |
+4,838
| New | +$215K | 0.04% | 213 |
|