Holistic Planning’s Comcast CMCSA Stock Holding History

Holistic Planning’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Sell
2025 Q1	$217K	Hold
2024 Q4	$221K	Sell
2024 Q3	$262K	Sell
2024 Q2	$324K	Hold
2024 Q1	$324K	Buy
2023 Q4	$318K	Buy