Elwood & Goetz Wealth Advisory Group’s Comcast CMCSA Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q2	–	Sell	-5,729	Closed	-$211K	–	115
2025 Q1	$211K	Sell	5,729 -12	-0.2%	-$433	0.05%	95
2024 Q4	$215K	Buy	5,741 +12	+0.2%	+$498	0.05%	96
2024 Q3	$239K	Hold	5,729	–	–	0.06%	92
2024 Q2	$224K	Hold	5,729	–	–	0.06%	76
2024 Q1	$248K	Buy	+5,729	New	+$247K	0.06%	75
2022 Q2	–	Sell	-4,316	Closed	-$202K	–	62
2022 Q1	$202K	Buy	+4,316	New	+$208K	0.06%	62

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's CMCSA Position: Q2 2025 in Review

Elwood & Goetz Wealth Advisory Group sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 5,729 shares — an estimated $211K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in CMCSA in Q1 2022 and held it in 6 quarters. The position peaked at $248K in Q1 2024. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

Elwood & Goetz Wealth Advisory Group reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 5,729 Comcast shares in Q2 2025, an estimated $211K.
Elwood & Goetz Wealth Advisory Group first reported a position in Comcast in Q1 2022 and held it in 6 quarters.
Elwood & Goetz Wealth Advisory Group's Comcast position peaked at $248K in Q1 2024.
2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2025, filed 17 Jul 2025.