HP
Holistic Planning’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
5,647
-245
| -4% | -$8.74K | 0.06% | 214 |
|
|
2025
Q1 | $217K | Hold |
5,892
| – | – | 0.07% | 179 |
|
|
2024
Q4 | $221K | Sell |
5,892
-382
| -6% | -$14.3K | 0.08% | 159 |
|
|
2024
Q3 | $262K | Sell |
6,274
-1,189
| -16% | -$49.7K | 0.11% | 132 |
|
|
2024
Q2 | $324K | Hold |
7,463
| – | – | 0.25% | 80 |
|
|
2024
Q1 | $324K | Buy |
7,463
+212
| +3% | +$9.19K | 0.25% | 80 |
|
|
2023
Q4 | $318K | Buy |
+7,251
| New | +$318K | 0.27% | 80 |
|