IWA

Inspirion Wealth Advisors’s Comcast CMCSA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,163	Closed	-$216K	–	154
2024 Q3	$216K	Hold	5,163	–	–	0.03%	145
2024 Q2	$202K	Hold	5,163	–	–	0.03%	141
2024 Q1	$224K	Sell	5,163 -146	-3%	-$6.33K	0.04%	136
2023 Q4	$232K	Hold	5,309	–	–	0.04%	124
2023 Q3	$235K	Hold	5,309	–	–	0.05%	123
2023 Q2	$221K	Sell	5,309 -1,345	-20%	-$55.9K	0.04%	130
2023 Q1	$252K	Buy	6,654 +818	+14%	+$31K	0.05%	118
2022 Q4	$204K	Buy	+5,836	New	+$204K	0.04%	122
2022 Q3	–	Sell	-5,834	Closed	-$229K	–	119
2022 Q2	$229K	Hold	5,834	–	–	0.05%	107
2022 Q1	$239K	Sell	5,834 -34	-0.6%	-$1.39K	0.05%	95
2021 Q4	$295K	Buy	5,868 +95	+2%	+$4.78K	0.06%	86
2021 Q3	$323K	Hold	5,773	–	–	0.07%	74
2021 Q2	$330K	Hold	5,773	–	–	0.08%	70
2021 Q1	$312K	Hold	5,773	–	–	0.08%	71
2020 Q4	$303K	Sell	5,773 -248	-4%	-$13K	0.09%	67
2020 Q3	$279K	Sell	6,021 -751	-11%	-$34.8K	0.1%	66
2020 Q2	$264K	Buy	6,772 +121	+2%	+$4.72K	0.1%	64
2020 Q1	$229K	Sell	6,651 -1,073	-14%	-$36.9K	0.11%	60
2019 Q4	$347K	Hold	7,724	–	–	0.12%	58
2019 Q3	$348K	Hold	7,724	–	–	0.15%	51
2019 Q2	$327K	Hold	7,724	–	–	0.14%	54
2019 Q1	$309K	Hold	7,724	–	–	0.14%	56
2018 Q4	$263K	Hold	7,724	–	–	0.13%	57
2018 Q3	$274K	Hold	7,724	–	–	0.12%	60
2018 Q2	$253K	Hold	7,724	–	–	0.12%	61
2018 Q1	$264K	Hold	7,724	–	–	0.13%	57
2017 Q4	$309K	Hold	7,724	–	–	0.15%	48
2017 Q3	$297K	Buy	7,724 +6	+0.1%	+$231	0.15%	53
2017 Q2	$300K	Buy	7,718 +6	+0.1%	+$233	0.16%	52
2017 Q1	$290K	Buy	7,712 +3,859	+100%	+$145K	0.16%	53
2016 Q4	$266K	Buy	+3,853	New	+$266K	0.17%	49