CWM
Curi Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,126
| Closed | -$296K | – | 155 |
|
|
2023
Q2 | $296K | Buy |
7,126
+52
| +0.7% | +$2.16K | 0.04% | 128 |
|
|
2023
Q1 | $268K | Buy |
7,074
+167
| +2% | +$6.33K | 0.04% | 134 |
|
|
2022
Q4 | $242K | Sell |
6,907
-623
| -8% | -$21.8K | 0.03% | 165 |
|
|
2022
Q3 | $221K | Sell |
7,530
-1,154
| -13% | -$33.9K | 0.04% | 160 |
|
|
2022
Q2 | $341K | Buy |
8,684
+3,177
| +58% | +$125K | 0.07% | 81 |
|
|
2022
Q1 | $257K | Buy |
5,507
+60
| +1% | +$2.8K | 0.04% | 99 |
|
|
2021
Q4 | $274K | Sell |
5,447
-204
| -4% | -$10.3K | 0.05% | 97 |
|
|
2021
Q3 | $316K | Sell |
5,651
-11
| -0.2% | -$615 | 0.15% | 62 |
|
|
2021
Q2 | $322K | Buy |
5,662
+204
| +4% | +$11.6K | 0.16% | 66 |
|
|
2021
Q1 | $295K | Buy |
5,458
+788
| +17% | +$42.6K | 0.19% | 64 |
|
|
2020
Q4 | $244K | Buy |
+4,670
| New | +$244K | 0.18% | 72 |
|