EWM
Empirical Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
28,604
+5,889
| +26% | +$210K | 0.02% | 311 |
|
|
2025
Q1 | $838K | Sell |
22,715
-49,224
| -68% | -$1.82M | 0.02% | 317 |
|
|
2024
Q4 | $2.7M | Buy |
71,939
+9,136
| +15% | +$343K | 0.07% | 163 |
|
|
2024
Q3 | $2.62M | Buy |
62,803
+7,023
| +13% | +$293K | 0.07% | 165 |
|
|
2024
Q2 | $2.18M | Buy |
55,780
+2,338
| +4% | +$91.6K | 0.06% | 172 |
|
|
2024
Q1 | $2.32M | Buy |
53,442
+28,198
| +112% | +$1.22M | 0.07% | 165 |
|
|
2023
Q4 | $1.11M | Buy |
25,244
+8,619
| +52% | +$378K | 0.04% | 229 |
|
|
2023
Q3 | $737K | Buy |
16,625
+4,364
| +36% | +$193K | 0.03% | 255 |
|
|
2023
Q2 | $509K | Buy |
12,261
+2,235
| +22% | +$92.9K | 0.02% | 302 |
|
|
2023
Q1 | $380K | Buy |
10,026
+1,306
| +15% | +$49.5K | 0.02% | 360 |
|
|
2022
Q4 | $305K | Sell |
8,720
-94
| -1% | -$3.29K | 0.01% | 375 |
|
|
2022
Q3 | $259K | Sell |
8,814
-341
| -4% | -$10K | 0.01% | 402 |
|
|
2022
Q2 | $359K | Sell |
9,155
-3,479
| -28% | -$136K | 0.02% | 353 |
|
|
2022
Q1 | $592K | Sell |
12,634
-1,191
| -9% | -$55.8K | 0.03% | 297 |
|
|
2021
Q4 | $696K | Sell |
13,825
-948
| -6% | -$47.7K | 0.03% | 279 |
|
|
2021
Q3 | $826K | Sell |
14,773
-953
| -6% | -$53.3K | 0.05% | 221 |
|
|
2021
Q2 | $897K | Buy |
15,726
+5,745
| +58% | +$328K | 0.05% | 202 |
|
|
2021
Q1 | $540K | Sell |
9,981
-2,229
| -18% | -$121K | 0.04% | 238 |
|
|
2020
Q4 | $640K | Sell |
12,210
-2,965
| -20% | -$155K | 0.05% | 209 |
|
|
2020
Q3 | $702K | Sell |
15,175
-935
| -6% | -$43.3K | 0.06% | 171 |
|
|
2020
Q2 | $628K | Buy |
16,110
+37
| +0.2% | +$1.44K | 0.06% | 177 |
|
|
2020
Q1 | $553K | Buy |
16,073
+2,687
| +20% | +$92.4K | 0.06% | 165 |
|
|
2019
Q4 | $602K | Sell |
13,386
-1,600
| -11% | -$72K | 0.07% | 167 |
|
|
2019
Q3 | $676K | Buy |
14,986
+2,032
| +16% | +$91.7K | 0.08% | 136 |
|
|
2019
Q2 | $548K | Sell |
12,954
-106
| -0.8% | -$4.48K | 0.07% | 144 |
|
|
2019
Q1 | $522K | Buy |
13,060
+4,587
| +54% | +$183K | 0.08% | 138 |
|
|
2018
Q4 | $289K | Buy |
8,473
+2,267
| +37% | +$77.3K | 0.05% | 160 |
|
|
2018
Q3 | $220K | Buy |
+6,206
| New | +$220K | 0.04% | 195 |
|