JSA
Jacobson & Schmitt Advisors’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,505
| Closed | -$207K | – | 53 |
|
2024
Q4 | $207K | Hold |
5,505
| – | – | 0.04% | 78 |
|
2024
Q3 | $230K | Sell |
5,505
-59
| -1% | -$2.46K | 0.05% | 71 |
|
2024
Q2 | $218K | Buy |
+5,564
| New | +$218K | 0.05% | 66 |
|
2024
Q1 | – | Sell |
-4,600
| Closed | -$202K | – | 52 |
|
2023
Q4 | $202K | Sell |
4,600
-155
| -3% | -$6.8K | 0.05% | 69 |
|
2023
Q3 | $211K | Buy |
+4,755
| New | +$211K | 0.06% | 64 |
|
2022
Q2 | – | Sell |
-4,600
| Closed | -$215K | – | 61 |
|
2022
Q1 | $215K | Hold |
4,600
| – | – | 0.06% | 60 |
|
2021
Q4 | $232K | Buy |
+4,600
| New | +$232K | 0.06% | 60 |
|