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Consolidated Planning Corp’s Comcast CMCSA Stock Holding History

Consolidated Planning Corp’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,612
Closed -$248K – 187
2024
Q4 		$248K Sell
6,612
-88
-1% -$3.65K 0.03% 183
2024
Q3 		$280K Sell
6,700
-6,010
-47% -$237K 0.04% 166
2024
Q2 		$498K Buy
12,710
+2,698
+27% +$106K 0.08% 112
2024
Q1 		$434K Buy
10,012
+111
+1% +$4.79K 0.07% 111
2023
Q4 		$434K Buy
9,901
+819
+9% +$35.1K 0.08% 109
2023
Q3 		$403K Buy
9,082
+2,776
+44% +$124K 0.09% 112
2023
Q2 		$262K Buy
6,306
+76
+1% +$3.02K 0.06% 142
2023
Q1 		$236K Sell
6,230
-1,986
-24% -$75.1K 0.06% 108
2022
Q4 		$287K Buy
8,216
+770
+10% +$25.5K 0.08% 101
2022
Q3 		$218K Buy
7,446
+209
+3% +$7.81K 0.07% 106
2022
Q2 		$284K Buy
7,237
+855
+13% +$36.7K 0.09% 99
2022
Q1 		$299K Buy
6,382
+144
+2% +$6.94K 0.21% 43
2021
Q4 		$314K Sell
6,238
-89
-1% -$4.64K 0.2% 44
2021
Q3 		$354K Buy
6,327
+89
+1% +$5.19K 0.23% 37
2021
Q2 		$355K Sell
6,238
-308
-5% -$17.2K 0.26% 36
2021
Q1 		$354K Sell
6,546
-484
-7% -$25.6K 0.23% 36
2020
Q4 		$368K Buy
7,030
+551
+9% +$26.4K 0.24% 34
2020
Q3 		$299K Buy
6,479
+58
+0.9% +$2.52K 0.22% 33
2020
Q2 		$250K Sell
6,421
-199
-3% -$7.58K 0.25% 35
2020
Q1 		$228K Buy
6,620
+113
+2% +$4.77K 0.29% 32
2019
Q4 		$293K Buy
+6,507
New +$290K 0.29% 30

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's CMCSA Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 6,612 shares — an estimated $248K sold.

Consolidated Planning Corp first reported a position in CMCSA in Q4 2019 and held it in 21 quarters. The position peaked at $498K in Q2 2024. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 6,612 Comcast shares in Q1 2025, an estimated $248K.
  • Consolidated Planning Corp first reported a position in Comcast in Q4 2019 and held it in 21 quarters.
  • Consolidated Planning Corp's Comcast position peaked at $498K in Q2 2024.
  • 2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.