FMWA
Forvis Mazars Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Sell |
20,117
-1,438
| -7% | -$51.3K | 0.02% | 238 |
|
|
2025
Q1 | $795K | Buy |
21,555
+1,153
| +6% | +$42.5K | 0.02% | 224 |
|
|
2024
Q4 | $766K | Sell |
20,402
-1,663
| -8% | -$62.4K | 0.02% | 254 |
|
|
2024
Q3 | $922K | Sell |
22,065
-28
| -0.1% | -$1.17K | 0.02% | 238 |
|
|
2024
Q2 | $865K | Sell |
22,093
-1,929
| -8% | -$75.5K | 0.02% | 222 |
|
|
2024
Q1 | $1.04M | Sell |
24,022
-268
| -1% | -$11.6K | 0.03% | 210 |
|
|
2023
Q4 | $1.07M | Buy |
24,290
+201
| +0.8% | +$8.81K | 0.03% | 198 |
|
|
2023
Q3 | $1.07M | Sell |
24,089
-408
| -2% | -$18.1K | 0.03% | 198 |
|
|
2023
Q2 | $1.02M | Buy |
24,497
+10,642
| +77% | +$442K | 0.03% | 214 |
|
|
2023
Q1 | $525K | Buy |
13,855
+283
| +2% | +$10.7K | 0.02% | 261 |
|
|
2022
Q4 | $475K | Buy |
13,572
+143
| +1% | +$5K | 0.02% | 267 |
|
|
2022
Q3 | $394K | Sell |
13,429
-35
| -0.3% | -$1.03K | 0.02% | 285 |
|
|
2022
Q2 | $528K | Buy |
+13,464
| New | +$528K | 0.02% | 241 |
|
|
2022
Q1 | – | Sell |
-8,030
| Closed | -$404K | – | 300 |
|
|
2021
Q4 | $404K | Sell |
8,030
-710
| -8% | -$35.7K | 0.02% | 198 |
|
|
2021
Q3 | $489K | Buy |
8,740
+267
| +3% | +$14.9K | 0.02% | 180 |
|
|
2021
Q2 | $483K | Sell |
8,473
-1,461
| -15% | -$83.3K | 0.02% | 174 |
|
|
2021
Q1 | $538K | Sell |
9,934
-20,585
| -67% | -$1.11M | 0.03% | 169 |
|
|
2020
Q4 | $1.6M | Buy |
30,519
+3,593
| +13% | +$188K | 0.08% | 115 |
|
|
2020
Q3 | $1.25M | Buy |
26,926
+353
| +1% | +$16.3K | 0.07% | 118 |
|
|
2020
Q2 | $1.04M | Sell |
26,573
-2,589
| -9% | -$101K | 0.07% | 130 |
|
|
2020
Q1 | $1M | Sell |
29,162
-36
| -0.1% | -$1.24K | 0.08% | 107 |
|
|
2019
Q4 | $1.31M | Buy |
29,198
+1,906
| +7% | +$85.7K | 0.09% | 108 |
|
|
2019
Q3 | $1.23M | Sell |
27,292
-331
| -1% | -$14.9K | 0.1% | 107 |
|
|
2019
Q2 | $1.17M | Sell |
27,623
-2,492
| -8% | -$105K | 0.09% | 106 |
|
|
2019
Q1 | $1.2M | Buy |
+30,115
| New | +$1.2M | 0.1% | 101 |
|
|
2018
Q4 | – | Sell |
-28,826
| Closed | -$1.02M | – | 228 |
|
|
2018
Q3 | $1.02M | Buy |
28,826
+789
| +3% | +$27.9K | 0.09% | 101 |
|
|
2018
Q2 | $920K | Sell |
28,037
-798
| -3% | -$26.2K | 0.09% | 104 |
|
|
2018
Q1 | $985K | Buy |
28,835
+1,694
| +6% | +$57.9K | 0.1% | 102 |
|
|
2017
Q4 | $1.09M | Buy |
27,141
+2,827
| +12% | +$113K | 0.11% | 95 |
|
|
2017
Q3 | $936K | Sell |
24,314
-1,372
| -5% | -$52.8K | 0.1% | 96 |
|
|
2017
Q2 | $1M | Buy |
25,686
+2,929
| +13% | +$114K | 0.11% | 93 |
|
|
2017
Q1 | $855K | Buy |
22,757
+11,087
| +95% | +$417K | 0.1% | 89 |
|
|
2016
Q4 | $806K | Buy |
11,670
+356
| +3% | +$24.6K | 0.11% | 90 |
|
|
2016
Q3 | $751K | Buy |
11,314
+1,842
| +19% | +$122K | 0.1% | 89 |
|
|
2016
Q2 | $617K | Sell |
9,472
-840
| -8% | -$54.7K | 0.09% | 100 |
|
|
2016
Q1 | $630K | Buy |
10,312
+84
| +0.8% | +$5.13K | 0.1% | 97 |
|
|
2015
Q4 | $577K | Buy |
10,228
+1,225
| +14% | +$69.1K | 0.09% | 99 |
|
|
2015
Q3 | $512K | Buy |
9,003
+3,677
| +69% | +$209K | 0.09% | 103 |
|
|
2015
Q2 | $320K | Sell |
5,326
-412
| -7% | -$24.8K | 0.05% | 138 |
|
|
2015
Q1 | $324K | Buy |
5,738
+287
| +5% | +$16.2K | 0.05% | 142 |
|
|
2014
Q4 | $316K | Buy |
5,451
+1,318
| +32% | +$76.4K | 0.05% | 123 |
|
|
2014
Q3 | $222K | Hold |
4,133
| – | – | 0.04% | 130 |
|
|
2014
Q2 | $222K | Sell |
4,133
-1,755
| -30% | -$94.3K | 0.04% | 134 |
|
|
2014
Q1 | $297K | Buy |
5,888
+36
| +0.6% | +$1.82K | 0.05% | 128 |
|
|
2013
Q4 | $304K | Sell |
5,852
-13
| -0.2% | -$675 | 0.06% | 125 |
|
|
2013
Q3 | $265K | Buy |
5,865
+95
| +2% | +$4.29K | 0.05% | 128 |
|
|
2013
Q2 | $241K | Buy |
+5,770
| New | +$241K | 0.19% | 89 |
|