DWM
Diversify Wealth Management’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $468K | Sell |
14,567
-1,285
| -8% | -$41.2K | 0.03% | 379 |
|
2025
Q1 | $538K | Sell |
15,852
-68,969
| -81% | -$2.34M | 0.04% | 346 |
|
2024
Q4 | $3.08M | Buy |
84,821
+35,704
| +73% | +$1.3M | 0.24% | 117 |
|
2024
Q3 | $2.04M | Buy |
49,117
+6,253
| +15% | +$260K | 0.2% | 135 |
|
2024
Q2 | $1.68M | Buy |
+42,864
| New | +$1.68M | 0.21% | 111 |
|