EWA
EverSource Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $746K | Buy |
20,912
+1,152
| +6% | +$41.1K | 0.03% | 347 |
|
|
2025
Q1 | $729K | Sell |
19,760
-11,316
| -36% | -$418K | 0.04% | 307 |
|
|
2024
Q4 | $1.17M | Buy |
31,076
+843
| +3% | +$31.6K | 0.07% | 221 |
|
|
2024
Q3 | $1.26M | Buy |
30,233
+508
| +2% | +$21.2K | 0.08% | 186 |
|
|
2024
Q2 | $1.23M | Buy |
29,725
+1,484
| +5% | +$61.2K | 0.08% | 189 |
|
|
2024
Q1 | $1.08M | Buy |
28,241
+235
| +0.8% | +$8.96K | 0.08% | 173 |
|
|
2023
Q4 | $1.23M | Buy |
28,006
+59
| +0.2% | +$2.59K | 0.11% | 150 |
|
|
2023
Q3 | $1.24M | Sell |
27,947
-823
| -3% | -$36.5K | 0.13% | 138 |
|
|
2023
Q2 | $1.2M | Buy |
28,770
+11,660
| +68% | +$484K | 0.13% | 144 |
|
|
2023
Q1 | $649K | Sell |
17,110
-635
| -4% | -$24.1K | 0.08% | 187 |
|
|
2022
Q4 | $621K | Sell |
17,745
-1,669
| -9% | -$58.4K | 0.09% | 172 |
|
|
2022
Q3 | $570K | Sell |
19,414
-6,931
| -26% | -$203K | 0.13% | 156 |
|
|
2022
Q2 | $1.03M | Buy |
26,345
+4,660
| +21% | +$183K | 0.27% | 72 |
|
|
2022
Q1 | $1.02M | Buy |
21,685
+7,556
| +53% | +$354K | 0.26% | 67 |
|
|
2021
Q4 | $712K | Buy |
+14,129
| New | +$712K | 0.2% | 86 |
|