Insight Wealth Strategies’s Comcast CMCSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-66,183
Closed -$2.9M 165
2023
Q4
$2.9M Buy
66,183
+609
+0.9% +$26.7K 0.47% 40
2023
Q3
$2.91M Buy
65,574
+4,808
+8% +$213K 0.56% 32
2023
Q2
$2.52M Buy
60,766
+71
+0.1% +$2.95K 0.48% 34
2023
Q1
$2.3M Buy
60,695
+901
+2% +$34.2K 0.45% 30
2022
Q4
$2.09M Buy
59,794
+5,794
+11% +$203K 0.4% 33
2022
Q3
$2.12M Hold
54,000
0.39% 34
2022
Q2
$2.12M Buy
54,000
+7,564
+16% +$297K 0.39% 34
2022
Q1
$2.17M Buy
46,436
+8,080
+21% +$378K 0.32% 43
2021
Q4
$1.93M Buy
38,356
+8,630
+29% +$434K 0.28% 52
2021
Q3
$1.66M Buy
29,726
+2,077
+8% +$116K 0.23% 61
2021
Q2
$1.58M Sell
27,649
-6,248
-18% -$356K 0.22% 60
2021
Q1
$1.83M Buy
33,897
+15,940
+89% +$862K 0.25% 60
2020
Q4
$941K Buy
17,957
+1,239
+7% +$64.9K 0.16% 75
2020
Q3
$773K Buy
16,718
+2,317
+16% +$107K 0.14% 69
2020
Q2
$561K Buy
14,401
+2,225
+18% +$86.7K 0.12% 78
2020
Q1
$419K Sell
12,176
-8,189
-40% -$282K 0.11% 89
2019
Q4
$916K Buy
20,365
+289
+1% +$13K 0.19% 86
2019
Q3
$905K Buy
20,076
+7,428
+59% +$335K 0.21% 73
2019
Q2
$535K Buy
12,648
+82
+0.7% +$3.47K 0.13% 100
2019
Q1
$502K Buy
12,566
+378
+3% +$15.1K 0.14% 91
2018
Q4
$415K Buy
+12,188
New +$415K 0.13% 98