Consilium Wealth Advisory’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,151
Closed -$270K 84
2023
Q4
$270K Buy
6,151
+625
+11% +$27.4K 0.16% 77
2023
Q3
$245K Buy
+5,526
New +$245K 0.17% 75