CWS
Cypress Wealth Services’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Buy |
18,967
+261
| +1% | +$9.32K | 0.12% | 132 |
|
|
2025
Q1 | $690K | Buy |
18,706
+318
| +2% | +$11.7K | 0.14% | 122 |
|
|
2024
Q4 | $690K | Buy |
18,388
+488
| +3% | +$18.3K | 0.14% | 118 |
|
|
2024
Q3 | $748K | Buy |
17,900
+332
| +2% | +$13.9K | 0.15% | 108 |
|
|
2024
Q2 | $688K | Buy |
17,568
+642
| +4% | +$25.1K | 0.15% | 107 |
|
|
2024
Q1 | $734K | Buy |
16,926
+980
| +6% | +$42.5K | 0.17% | 104 |
|
|
2023
Q4 | $699K | Buy |
15,946
+826
| +5% | +$36.2K | 0.17% | 104 |
|
|
2023
Q3 | $670K | Buy |
15,120
+266
| +2% | +$11.8K | 0.19% | 104 |
|
|
2023
Q2 | $625K | Buy |
14,854
+3,429
| +30% | +$144K | 0.16% | 107 |
|
|
2023
Q1 | $433K | Sell |
11,425
-5,019
| -31% | -$190K | 0.13% | 140 |
|
|
2022
Q4 | $575K | Buy |
16,444
+4,459
| +37% | +$156K | 0.18% | 102 |
|
|
2022
Q3 | $351K | Sell |
11,985
-3,297
| -22% | -$96.6K | 0.12% | 146 |
|
|
2022
Q2 | $600K | Buy |
15,282
+5,173
| +51% | +$203K | 0.19% | 96 |
|
|
2022
Q1 | $473K | Buy |
10,109
+1,335
| +15% | +$62.5K | 0.13% | 127 |
|
|
2021
Q4 | $442K | Buy |
8,774
+602
| +7% | +$30.3K | 0.12% | 133 |
|
|
2021
Q3 | $457K | Sell |
8,172
-3,068
| -27% | -$172K | 0.14% | 122 |
|
|
2021
Q2 | $641K | Sell |
11,240
-24
| -0.2% | -$1.37K | 0.18% | 104 |
|
|
2021
Q1 | $609K | Sell |
11,264
-663
| -6% | -$35.8K | 0.13% | 129 |
|
|
2020
Q4 | $625K | Buy |
+11,927
| New | +$625K | 0.14% | 114 |
|
|
2020
Q3 | – | Sell |
-11,770
| Closed | -$459K | – | 37 |
|
|
2020
Q2 | $459K | Buy |
11,770
+752
| +7% | +$29.3K | 0.11% | 154 |
|
|
2020
Q1 | $379K | Buy |
11,018
+3,101
| +39% | +$107K | 0.11% | 153 |
|
|
2019
Q4 | $356K | Sell |
7,917
-177
| -2% | -$7.96K | 0.09% | 173 |
|
|
2019
Q3 | $365K | Sell |
8,094
-1,876
| -19% | -$84.6K | 0.1% | 162 |
|
|
2019
Q2 | $422K | Buy |
9,970
+176
| +2% | +$7.45K | 0.12% | 146 |
|
|
2019
Q1 | $392K | Buy |
9,794
+968
| +11% | +$38.7K | 0.12% | 145 |
|
|
2018
Q4 | $301K | Buy |
8,826
+1,632
| +23% | +$55.7K | 0.12% | 152 |
|
|
2018
Q3 | $255K | Buy |
+7,194
| New | +$255K | 0.09% | 184 |
|
|
2018
Q2 | – | Sell |
-6,727
| Closed | -$230K | – | 225 |
|
|
2018
Q1 | $230K | Buy |
+6,727
| New | +$230K | 0.1% | 168 |
|