Intergy Private Wealth’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
8,659
+1,299
+18% +$46.4K 0.11% 77
2025
Q1
$272K Buy
7,360
+1,800
+32% +$66.4K 0.1% 77
2024
Q4
$209K Buy
+5,560
New +$209K 0.08% 88