Everhart Financial 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 | $617K | Buy |
17,288
+2,320
| +15% | +$82.8K | 0.07% | 201 |
|
2025
Q1 | $552K | Sell |
14,968
-3,251
| -18% | -$120K | 0.08% | 187 |
|
2024
Q4 | $684K | Sell |
18,219
-2,361
| -11% | -$88.6K | 0.14% | 146 |
|
2024
Q3 | $860K | Buy |
20,580
+1,852
| +10% | +$77.4K | 0.19% | 117 |
|
2024
Q2 | $733K | Buy |
18,728
+578
| +3% | +$22.6K | 0.19% | 110 |
|
2024
Q1 | $787K | Sell |
18,150
-1,583
| -8% | -$68.6K | 0.23% | 90 |
|
2023
Q4 | $865K | Buy |
19,733
+3,761
| +24% | +$165K | 0.31% | 66 |
|
2023
Q3 | $708K | Buy |
15,972
+618
| +4% | +$27.4K | 0.3% | 74 |
|
2023
Q2 | $638K | Buy |
15,354
+6,199
| +68% | +$258K | 0.26% | 78 |
|
2023
Q1 | $347K | Buy |
9,155
+3,045
| +50% | +$115K | 0.16% | 121 |
|
2022
Q4 | $214K | Buy |
+6,110
| New | +$214K | 0.11% | 166 |
|
2022
Q3 | – | Sell |
-11,338
| Closed | -$445K | – | 206 |
|
2022
Q2 | $445K | Buy |
11,338
+6,133
| +118% | +$241K | 0.27% | 84 |
|
2022
Q1 | $244K | Sell |
5,205
-1,082
| -17% | -$50.7K | 0.14% | 107 |
|
2021
Q4 | $317K | Sell |
6,287
-221
| -3% | -$11.1K | 0.19% | 87 |
|
2021
Q3 | $364K | Buy |
+6,508
| New | +$364K | 0.25% | 70 |
|