HWA
HCR Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,035
| Closed | -$210K | – | 229 |
|
|
2024
Q3 | $210K | Buy |
+5,035
| New | +$210K | 0.03% | 219 |
|
|
2024
Q2 | – | Sell |
-5,078
| Closed | -$220K | – | 223 |
|
|
2024
Q1 | $220K | Sell |
5,078
-131
| -3% | -$5.68K | 0.03% | 205 |
|
|
2023
Q4 | $228K | Buy |
+5,209
| New | +$228K | 0.04% | 184 |
|
|
2021
Q3 | – | Sell |
-3,524
| Closed | -$201K | – | 200 |
|
|
2021
Q2 | $201K | Buy |
+3,524
| New | +$201K | 0.03% | 185 |
|