FWA
FSM Wealth Advisors’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $483K | Buy |
13,639
+2,884
| +27% | +$102K | 0.08% | 157 |
|
2025
Q1 | $397K | Buy |
10,755
+1,501
| +16% | +$55.4K | 0.09% | 129 |
|
2024
Q4 | $336K | Sell |
9,254
-389
| -4% | -$14.1K | 0.08% | 127 |
|
2024
Q3 | $403K | Buy |
9,643
+1,648
| +21% | +$68.8K | 0.11% | 111 |
|
2024
Q2 | $313K | Sell |
7,995
-900
| -10% | -$35.2K | 0.11% | 112 |
|
2024
Q1 | $386K | Sell |
8,895
-833
| -9% | -$36.1K | 0.14% | 101 |
|
2023
Q4 | $427K | Buy |
9,728
+970
| +11% | +$42.5K | 0.18% | 90 |
|
2023
Q3 | $388K | Sell |
8,758
-5,783
| -40% | -$256K | 0.2% | 91 |
|
2023
Q2 | $611K | Buy |
14,541
+1,387
| +11% | +$58.3K | 0.31% | 67 |
|
2023
Q1 | $499K | Sell |
13,154
-1,121
| -8% | -$42.5K | 0.29% | 77 |
|
2022
Q4 | $499K | Sell |
14,275
-1,250
| -8% | -$43.7K | 0.36% | 71 |
|
2022
Q3 | $455K | Buy |
15,525
+3,648
| +31% | +$107K | 0.38% | 70 |
|
2022
Q2 | $458K | Buy |
+11,877
| New | +$458K | 0.45% | 60 |
|