IFWM
Institute for Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
28,550
-451
| -2% | -$16.1K | 0.11% | 192 |
|
|
2025
Q1 | $1.07M | Sell |
29,001
-245
| -0.8% | -$9.04K | 0.14% | 171 |
|
|
2024
Q4 | $1.1M | Sell |
29,246
-431
| -1% | -$16.2K | 0.14% | 155 |
|
|
2024
Q3 | $1.24M | Sell |
29,677
-109
| -0.4% | -$4.55K | 0.16% | 147 |
|
|
2024
Q2 | $1.17M | Sell |
29,786
-509
| -2% | -$19.9K | 0.16% | 144 |
|
|
2024
Q1 | $1.31M | Sell |
30,295
-92
| -0.3% | -$3.99K | 0.17% | 128 |
|
|
2023
Q4 | $1.33M | Sell |
30,387
-388
| -1% | -$17K | 0.22% | 114 |
|
|
2023
Q3 | $1.36M | Sell |
30,775
-586
| -2% | -$26K | 0.25% | 97 |
|
|
2023
Q2 | $1.3M | Buy |
31,361
+45
| +0.1% | +$1.87K | 0.22% | 108 |
|
|
2023
Q1 | $1.19M | Sell |
31,316
-493
| -2% | -$18.7K | 0.23% | 110 |
|
|
2022
Q4 | $1.11M | Sell |
31,809
-3,025
| -9% | -$106K | 0.23% | 115 |
|
|
2022
Q3 | $1.02M | Sell |
34,834
-12,218
| -26% | -$358K | 0.23% | 114 |
|
|
2022
Q2 | $1.85M | Buy |
47,052
+8,000
| +20% | +$314K | 0.36% | 64 |
|
|
2022
Q1 | $1.83M | Buy |
39,052
+4,610
| +13% | +$216K | 0.3% | 81 |
|
|
2021
Q4 | $1.73M | Sell |
34,442
-87
| -0.3% | -$4.38K | 0.28% | 86 |
|
|
2021
Q3 | $1.93M | Buy |
34,529
+437
| +1% | +$24.4K | 0.34% | 73 |
|
|
2021
Q2 | $1.94M | Sell |
34,092
-160
| -0.5% | -$9.12K | 0.34% | 71 |
|
|
2021
Q1 | $1.85M | Buy |
34,252
+285
| +0.8% | +$15.4K | 0.35% | 74 |
|
|
2020
Q4 | $1.78M | Buy |
33,967
+513
| +2% | +$26.9K | 0.35% | 70 |
|
|
2020
Q3 | $1.55M | Sell |
33,454
-936
| -3% | -$43.3K | 0.35% | 71 |
|
|
2020
Q2 | $1.34M | Buy |
34,390
+1,231
| +4% | +$48K | 0.33% | 82 |
|
|
2020
Q1 | $1.14M | Buy |
33,159
+4,998
| +18% | +$172K | 0.35% | 73 |
|
|
2019
Q4 | $1.27M | Buy |
28,161
+2,149
| +8% | +$96.6K | 0.29% | 92 |
|
|
2019
Q3 | $1.17M | Sell |
26,012
-2,713
| -9% | -$122K | 0.3% | 94 |
|
|
2019
Q2 | $1.21M | Sell |
28,725
-1,270
| -4% | -$53.7K | 0.27% | 102 |
|
|
2019
Q1 | $1.2M | Buy |
29,995
+913
| +3% | +$36.5K | 0.26% | 107 |
|
|
2018
Q4 | $990K | Buy |
29,082
+4,418
| +18% | +$150K | 0.41% | 74 |
|
|
2018
Q3 | $873K | Buy |
24,664
+1,230
| +5% | +$43.5K | 0.29% | 114 |
|
|
2018
Q2 | $768K | Buy |
23,434
+3,533
| +18% | +$116K | 0.24% | 130 |
|
|
2018
Q1 | $624K | Buy |
19,901
+633
| +3% | +$19.8K | 0.18% | 171 |
|
|
2017
Q4 | $759K | Sell |
19,268
-2,863
| -13% | -$113K | 0.18% | 169 |
|
|
2017
Q3 | $847K | Buy |
22,131
+2,629
| +13% | +$101K | 0.28% | 128 |
|
|
2017
Q2 | $758K | Buy |
+19,502
| New | +$758K | 0.21% | 153 |
|
|
2013
Q3 | – | Sell |
-22
| Closed | -$1K | – | 75 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 115 |
|