Congress Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.49M Buy
209,871
+75,764
+56% +$2.7M 0.07% 307
2025
Q1
$4.94M Buy
134,107
+34,626
+35% +$1.28M 0.06% 332
2024
Q4
$3.73M Sell
99,481
-70,718
-42% -$2.65M 0.05% 323
2024
Q3
$7.11M Buy
170,199
+55,447
+48% +$2.32M 0.09% 252
2024
Q2
$4.49M Buy
114,752
+93,212
+433% +$3.65M 0.07% 259
2024
Q1
$934K Sell
21,540
-7,830
-27% -$339K 0.02% 383
2023
Q4
$1.29M Buy
29,370
+5,230
+22% +$229K 0.02% 364
2023
Q3
$1.07M Buy
24,140
+3,485
+17% +$155K 0.02% 367
2023
Q2
$858K Buy
20,655
+642
+3% +$26.7K 0.02% 355
2023
Q1
$759K Sell
20,013
-1,377
-6% -$52.2K 0.02% 373
2022
Q4
$748K Buy
21,390
+65
+0.3% +$2.27K 0.02% 364
2022
Q3
$625K Buy
21,325
+47
+0.2% +$1.38K 0.02% 382
2022
Q2
$835K Sell
21,278
-1,472
-6% -$57.8K 0.02% 354
2022
Q1
$1.07M Sell
22,750
-2,121
-9% -$99.3K 0.02% 343
2021
Q4
$1.25M Buy
+24,871
New +$1.25M 0.02% 346