EWM
Evercore Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
35,949
+316
| +0.9% | +$11.3K | 0.02% | 191 |
|
|
2025
Q1 | $1.31M | Sell |
35,633
-6,266
| -15% | -$231K | 0.02% | 197 |
|
|
2024
Q4 | $1.57M | Sell |
41,899
-768
| -2% | -$28.8K | 0.02% | 180 |
|
|
2024
Q3 | $1.78M | Sell |
42,667
-794
| -2% | -$33.2K | 0.03% | 168 |
|
|
2024
Q2 | $1.7M | Sell |
43,461
-1,859
| -4% | -$72.8K | 0.03% | 172 |
|
|
2024
Q1 | $1.96M | Sell |
45,320
-1,078
| -2% | -$46.7K | 0.03% | 164 |
|
|
2023
Q4 | $2.03M | Sell |
46,398
-611
| -1% | -$26.8K | 0.03% | 161 |
|
|
2023
Q3 | $2.08M | Buy |
47,009
+880
| +2% | +$39K | 0.04% | 149 |
|
|
2023
Q2 | $1.92M | Buy |
46,129
+17,955
| +64% | +$746K | 0.04% | 163 |
|
|
2023
Q1 | $1.07M | Sell |
28,174
-2,972
| -10% | -$113K | 0.02% | 208 |
|
|
2022
Q4 | $1.09M | Sell |
31,146
-12,334
| -28% | -$431K | 0.02% | 200 |
|
|
2022
Q3 | $1.28M | Sell |
43,480
-7,742
| -15% | -$227K | 0.03% | 177 |
|
|
2022
Q2 | $2.01M | Sell |
51,222
-1,429
| -3% | -$56.1K | 0.04% | 144 |
|
|
2022
Q1 | $2.47M | Sell |
52,651
-7,935
| -13% | -$372K | 0.04% | 149 |
|
|
2021
Q4 | $3.05M | Sell |
60,586
-1,250
| -2% | -$62.9K | 0.05% | 134 |
|
|
2021
Q3 | $3.46M | Sell |
61,836
-580
| -0.9% | -$32.4K | 0.06% | 127 |
|
|
2021
Q2 | $3.56M | Sell |
62,416
-2,793
| -4% | -$159K | 0.07% | 127 |
|
|
2021
Q1 | $3.53M | Sell |
65,209
-2,201
| -3% | -$119K | 0.07% | 124 |
|
|
2020
Q4 | $3.53M | Buy |
67,410
+6,312
| +10% | +$331K | 0.08% | 117 |
|
|
2020
Q3 | $2.83M | Buy |
61,098
+688
| +1% | +$31.8K | 0.07% | 118 |
|
|
2020
Q2 | $2.36M | Sell |
60,410
-8,751
| -13% | -$341K | 0.06% | 132 |
|
|
2020
Q1 | $2.38M | Buy |
69,161
+10,703
| +18% | +$368K | 0.08% | 117 |
|
|
2019
Q4 | $2.63M | Buy |
58,458
+173
| +0.3% | +$7.78K | 0.07% | 135 |
|
|
2019
Q3 | $2.63M | Buy |
58,285
+3,544
| +6% | +$160K | 0.08% | 132 |
|
|
2019
Q2 | $2.31M | Buy |
54,741
+1,120
| +2% | +$47.3K | 0.07% | 138 |
|
|
2019
Q1 | $2.14M | Sell |
53,621
-14,092
| -21% | -$563K | 0.07% | 139 |
|
|
2018
Q4 | $2.31M | Sell |
67,713
-4,307
| -6% | -$147K | 0.09% | 123 |
|
|
2018
Q3 | $2.55M | Buy |
72,020
+2,247
| +3% | +$79.6K | 0.08% | 126 |
|
|
2018
Q2 | $2.29M | Buy |
69,773
+11,110
| +19% | +$364K | 0.08% | 128 |
|
|
2018
Q1 | $2M | Sell |
58,663
-1,721
| -3% | -$58.8K | 0.08% | 132 |
|
|
2017
Q4 | $2.42M | Sell |
60,384
-1,300
| -2% | -$52.1K | 0.09% | 123 |
|
|
2017
Q3 | $2.37M | Sell |
61,684
-596
| -1% | -$22.9K | 0.09% | 122 |
|
|
2017
Q2 | $2.42M | Sell |
62,280
-1,946
| -3% | -$75.7K | 0.09% | 122 |
|
|
2017
Q1 | $2.42M | Buy |
64,226
+30,239
| +89% | +$1.14M | 0.09% | 121 |
|
|
2016
Q4 | $2.35M | Buy |
33,987
+2,239
| +7% | +$155K | 0.1% | 120 |
|
|
2016
Q3 | $2.11M | Buy |
31,748
+190
| +0.6% | +$12.6K | 0.09% | 128 |
|
|
2016
Q2 | $2.06M | Sell |
31,558
-172
| -0.5% | -$11.2K | 0.09% | 126 |
|
|
2016
Q1 | $1.94M | Buy |
31,730
+703
| +2% | +$42.9K | 0.09% | 126 |
|
|
2015
Q4 | $1.75M | Buy |
31,027
+21,985
| +243% | +$1.24M | 0.08% | 137 |
|
|
2015
Q3 | $514K | Buy |
9,042
+150
| +2% | +$8.53K | 0.02% | 251 |
|
|
2015
Q2 | $535K | Sell |
8,892
-4,380
| -33% | -$264K | 0.02% | 264 |
|
|
2015
Q1 | $748K | Buy |
13,272
+1,877
| +16% | +$106K | 0.03% | 220 |
|
|
2014
Q4 | $661K | Buy |
11,395
+1,411
| +14% | +$81.8K | 0.03% | 209 |
|
|
2014
Q3 | $537K | Sell |
9,984
-989
| -9% | -$53.2K | 0.03% | 255 |
|
|
2014
Q2 | $588K | Buy |
10,973
+716
| +7% | +$38.4K | 0.03% | 250 |
|
|
2014
Q1 | $514K | Sell |
10,257
-671
| -6% | -$33.6K | 0.03% | 255 |
|
|
2013
Q4 | $568K | Buy |
10,928
+4,915
| +82% | +$255K | 0.03% | 250 |
|
|
2013
Q3 | $272K | Buy |
6,013
+1,387
| +30% | +$62.7K | 0.02% | 368 |
|
|
2013
Q2 | $192K | Buy |
+4,626
| New | +$192K | 0.01% | 401 |
|