Invera Wealth Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $846K | Sell |
22,951
-1,330
| -5% | -$49K | 0.99% | 29 |
|
|
2024
Q4 | $908K | Sell |
24,281
-822
| -3% | -$30.8K | 0.9% | 30 |
|
|
2024
Q3 | $1.11M | Buy |
25,103
+688
| +3% | +$30.5K | 1.11% | 26 |
|
|
2024
Q2 | $920K | Buy |
24,415
+5,113
| +26% | +$193K | 0.94% | 28 |
|
|
2024
Q1 | $765K | Sell |
19,302
-274
| -1% | -$10.9K | 0.65% | 44 |
|
|
2023
Q4 | $858K | Buy |
+19,576
| New | +$858K | 0.54% | 62 |
|