Heritage Wealth Management (Arizona)’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.09M | Sell |
27,764
-2,413
| -8% | -$94.5K | 0.6% | 37 |
|
|
2024
Q1 | $1.31M | Sell |
30,177
-1,194
| -4% | -$51.8K | 0.67% | 36 |
|
|
2023
Q4 | $1.38M | Buy |
+31,371
| New | +$1.38M | 0.75% | 31 |
|
|
2022
Q4 | $3.32M | Buy |
94,873
+53,717
| +131% | +$1.88M | 0.47% | 41 |
|
|
2022
Q3 | $1.21M | Sell |
41,156
-2,052
| -5% | -$60.2K | 0.39% | 50 |
|
|
2022
Q2 | $1.7M | Sell |
43,208
-2,560
| -6% | -$100K | 0.56% | 38 |
|
|
2022
Q1 | $2.14M | Buy |
+45,768
| New | +$2.14M | 0.58% | 34 |
|
|
2021
Q3 | $1.35M | Buy |
24,118
+2,719
| +13% | +$152K | 0.48% | 42 |
|
|
2021
Q2 | $1.22M | Buy |
21,399
+6,421
| +43% | +$366K | 0.46% | 46 |
|
|
2021
Q1 | $810K | Buy |
+14,978
| New | +$810K | 0.46% | 52 |
|