DWM
Doyle Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $449K | Sell |
15,299
-157
| -1% | -$4.61K | 0.04% | 138 |
|
|
2022
Q2 | $606K | Sell |
15,456
-390
| -2% | -$15.3K | 0.05% | 126 |
|
|
2022
Q1 | $742K | Sell |
15,846
-2,954
| -16% | -$138K | 0.05% | 134 |
|
|
2021
Q4 | $946K | Buy |
18,800
+11
| +0.1% | +$554 | 0.07% | 115 |
|
|
2021
Q3 | $1.05M | Sell |
18,789
-673
| -3% | -$37.6K | 0.08% | 106 |
|
|
2021
Q2 | $1.11M | Sell |
19,462
-331
| -2% | -$18.9K | 0.09% | 104 |
|
|
2021
Q1 | $1.07M | Sell |
19,793
-93
| -0.5% | -$5.03K | 0.1% | 102 |
|
|
2020
Q4 | $1.04M | Buy |
19,886
+830
| +4% | +$43.5K | 0.11% | 99 |
|
|
2020
Q3 | $882K | Sell |
19,056
-3,252
| -15% | -$151K | 0.1% | 96 |
|
|
2020
Q2 | $870K | Sell |
22,308
-4,606
| -17% | -$180K | 0.11% | 88 |
|
|
2020
Q1 | $925K | Sell |
26,914
-3,738
| -12% | -$128K | 0.15% | 73 |
|
|
2019
Q4 | $1.38M | Buy |
30,652
+5,482
| +22% | +$246K | 0.17% | 68 |
|
|
2019
Q3 | $1.14M | Sell |
25,170
-3,122
| -11% | -$141K | 0.16% | 76 |
|
|
2019
Q2 | $1.2M | Buy |
28,292
+110
| +0.4% | +$4.65K | 0.17% | 71 |
|
|
2019
Q1 | $1.22M | Buy |
28,182
+425
| +2% | +$18.3K | 0.18% | 68 |
|
|
2018
Q4 | $945K | Sell |
27,757
-1,820
| -6% | -$62K | 0.16% | 70 |
|
|
2018
Q3 | $1.05M | Buy |
29,577
+1,774
| +6% | +$62.8K | 0.16% | 68 |
|
|
2018
Q2 | $912K | Buy |
27,803
+2,341
| +9% | +$76.8K | 0.15% | 74 |
|
|
2018
Q1 | $870K | Sell |
25,462
-1,166
| -4% | -$39.8K | 0.15% | 72 |
|
|
2017
Q4 | $1.07M | Sell |
26,628
-904
| -3% | -$36.2K | 0.18% | 62 |
|
|
2017
Q3 | $1.06M | Sell |
27,532
-266
| -1% | -$10.2K | 0.19% | 60 |
|
|
2017
Q2 | $1.08M | Sell |
27,798
-317
| -1% | -$12.3K | 0.2% | 59 |
|
|
2017
Q1 | $1.06M | Buy |
+28,115
| New | +$1.06M | 0.22% | 59 |
|