Financial Synergies Wealth Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-769
| Closed | -$33.4K | – | 139 |
|
|
2024
Q1 | $33.4K | Buy |
769
+593
| +337% | +$25.7K | ﹤0.01% | 154 |
|
|
2023
Q4 | $6.16K | Sell |
176
-589
| -77% | -$20.6K | ﹤0.01% | 206 |
|
|
2023
Q3 | $33.9K | Buy |
765
+3
| +0.4% | +$133 | ﹤0.01% | 140 |
|
|
2023
Q2 | $31.7K | Sell |
762
-172
| -18% | -$7.15K | ﹤0.01% | 136 |
|
|
2023
Q1 | $35.4K | Buy |
934
+758
| +431% | +$28.7K | 0.01% | 132 |
|
|
2022
Q4 | $6.16K | Hold |
176
| – | – | ﹤0.01% | 206 |
|
|
2022
Q3 | $5.16K | Hold |
176
| – | – | ﹤0.01% | 186 |
|
|
2022
Q2 | $6.91K | Buy |
+176
| New | +$6.91K | ﹤0.01% | 184 |
|