Heritage Wealth Management (Ohio)’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$747K	Sell	20,917 -184	-0.9%	-$6.57K	0.24%	101
2025 Q1	$779K	Sell	21,101 -3,088	-13%	-$114K	0.27%	100
2024 Q4	$908K	Sell	24,189 -499	-2%	-$18.7K	0.3%	83
2024 Q3	$1.03M	Sell	24,688 -453	-2%	-$18.9K	0.34%	76
2024 Q2	$952K	Buy	+25,141	New	+$952K	0.32%	84