IWA
Icon Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Sell |
3,454
-590
| -15% | -$21.1K | 0.01% | 465 |
|
|
2025
Q1 | $149K | Sell |
4,044
-5,131
| -56% | -$189K | 0.01% | 403 |
|
|
2024
Q4 | $344K | Sell |
9,175
-2,557
| -22% | -$96K | 0.03% | 278 |
|
|
2024
Q3 | $490K | Sell |
11,732
-2,184
| -16% | -$91.2K | 0.04% | 210 |
|
|
2024
Q2 | $574K | Buy |
13,916
+4,617
| +50% | +$191K | 0.05% | 190 |
|
|
2024
Q1 | $403K | Sell |
9,299
-810
| -8% | -$35.1K | 0.04% | 232 |
|
|
2023
Q4 | $443K | Buy |
+10,109
| New | +$443K | 0.05% | 207 |
|
|
2022
Q4 | $523K | Sell |
14,949
-1,583
| -10% | -$55.4K | 0.06% | 191 |
|
|
2022
Q3 | $485K | Buy |
+16,532
| New | +$485K | 0.06% | 188 |
|