Elwood & Goetz Wealth Advisory Group’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-5,729
| Closed | -$211K | – | 115 |
|
2025
Q1 | $211K | Sell |
5,729
-12
| -0.2% | -$443 | 0.05% | 95 |
|
2024
Q4 | $215K | Buy |
5,741
+12
| +0.2% | +$450 | 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 | +$248K | 0.06% | 75 |
|
2022
Q2 | – | Sell |
-4,316
| Closed | -$202K | – | 62 |
|
2022
Q1 | $202K | Buy |
+4,316
| New | +$202K | 0.06% | 62 |
|