CWP
Concord Wealth Partners’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
70,950
+3,591
| +5% | +$128K | 0.37% | 65 |
|
|
2025
Q1 | $2.49M | Buy |
67,359
+6,152
| +10% | +$227K | 0.41% | 63 |
|
|
2024
Q4 | $2.3M | Buy |
61,207
+9,116
| +18% | +$342K | 0.38% | 65 |
|
|
2024
Q3 | $2.18M | Buy |
52,091
+4,367
| +9% | +$182K | 0.36% | 62 |
|
|
2024
Q2 | $1.87M | Buy |
47,724
+2,279
| +5% | +$89.2K | 0.33% | 66 |
|
|
2024
Q1 | $1.97M | Buy |
45,445
+12,462
| +38% | +$540K | 0.35% | 68 |
|
|
2023
Q4 | $1.45M | Buy |
32,983
+5,351
| +19% | +$235K | 0.29% | 76 |
|
|
2023
Q3 | $1.23M | Buy |
27,632
+5,362
| +24% | +$238K | 0.26% | 71 |
|
|
2023
Q2 | $925K | Buy |
22,270
+8,295
| +59% | +$345K | 0.2% | 72 |
|
|
2023
Q1 | $530K | Buy |
13,975
+2,842
| +26% | +$108K | 0.15% | 84 |
|
|
2022
Q4 | $389K | Sell |
11,133
-6,316
| -36% | -$221K | 0.12% | 109 |
|
|
2022
Q3 | $512K | Buy |
17,449
+520
| +3% | +$15.3K | 0.16% | 86 |
|
|
2022
Q2 | $664K | Buy |
16,929
+59
| +0.3% | +$2.31K | 0.18% | 77 |
|
|
2022
Q1 | $790K | Buy |
16,870
+531
| +3% | +$24.9K | 0.2% | 70 |
|
|
2021
Q4 | $822K | Buy |
16,339
+7,910
| +94% | +$398K | 0.2% | 58 |
|
|
2021
Q3 | $471K | Sell |
8,429
-6,040
| -42% | -$338K | 0.19% | 36 |
|
|
2021
Q2 | $825K | Buy |
14,469
+606
| +4% | +$34.6K | 0.24% | 39 |
|
|
2021
Q1 | $750K | Buy |
13,863
+4,895
| +55% | +$265K | 0.25% | 37 |
|
|
2020
Q4 | $470K | Buy |
+8,968
| New | +$470K | 0.36% | 34 |
|