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Independent Solutions Wealth Management’s Comcast CMCSA Stock Holding History

Independent Solutions Wealth Management’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
2020
Q1 		– Sell
-5,380
Closed -$242K – 131
2019
Q4 		$242K Buy
+5,380
New +$239K 0.11% 144

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Independent Solutions Wealth Management's CMCSA Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of Comcast (CMCSA) in Q1 2020, closing a stake of 5,380 shares — an estimated $242K sold.

Independent Solutions Wealth Management first reported a position in CMCSA in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 1,957 funds tracked by Wall St. Rank hold CMCSA as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining Comcast position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,380 Comcast shares in Q1 2020, an estimated $242K.
  • Independent Solutions Wealth Management first reported a position in Comcast in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Comcast position peaked at $242K in Q4 2019.
  • 1,957 funds tracked by Wall St. Rank held Comcast as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.