Heritage Family Offices’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29,131	Closed	-$1.09M	–	181
2024 Q4	$1.09M	Buy	29,131 +1,657	+6%	+$62.2K	0.55%	40
2024 Q3	$1.15M	Sell	27,474 -290	-1%	-$12.1K	0.59%	37
2024 Q2	$1.09M	Buy	+27,764	New	+$1.09M	0.6%	37