JWM
Jeppson Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Sell |
17,035
-1,333
| -7% | -$47.6K | 0.21% | 105 |
|
|
2025
Q1 | $678K | Sell |
18,368
-57
| -0.3% | -$2.1K | 0.25% | 92 |
|
|
2024
Q4 | $691K | Sell |
18,425
-786
| -4% | -$29.5K | 0.25% | 89 |
|
|
2024
Q3 | $802K | Buy |
19,211
+201
| +1% | +$8.4K | 0.29% | 85 |
|
|
2024
Q2 | $744K | Sell |
19,010
-124
| -0.6% | -$4.86K | 0.28% | 84 |
|
|
2024
Q1 | $829K | Sell |
19,134
-331
| -2% | -$14.3K | 0.32% | 80 |
|
|
2023
Q4 | $854K | Sell |
19,465
-8
| -0% | -$351 | 0.35% | 79 |
|
|
2023
Q3 | $863K | Buy |
19,473
+150
| +0.8% | +$6.65K | 0.4% | 70 |
|
|
2023
Q2 | $803K | Sell |
19,323
-226
| -1% | -$9.39K | 0.35% | 75 |
|
|
2023
Q1 | $741K | Sell |
19,549
-618
| -3% | -$23.4K | 0.32% | 75 |
|
|
2022
Q4 | $705K | Buy |
20,167
+7,766
| +63% | +$272K | 0.3% | 76 |
|
|
2022
Q3 | $364K | Buy |
12,401
+3,157
| +34% | +$92.7K | 0.17% | 122 |
|
|
2022
Q2 | $363K | Buy |
9,244
+2,228
| +32% | +$87.5K | 0.16% | 122 |
|
|
2022
Q1 | $328K | Buy |
7,016
+799
| +13% | +$37.4K | 0.15% | 122 |
|
|
2021
Q4 | $313K | Buy |
6,217
+1,747
| +39% | +$88K | 0.15% | 120 |
|
|
2021
Q3 | $250K | Hold |
4,470
| – | – | 0.13% | 129 |
|
|
2021
Q2 | $254K | Sell |
4,470
-100
| -2% | -$5.68K | 0.14% | 126 |
|
|
2021
Q1 | $247K | Hold |
4,570
| – | – | 0.15% | 123 |
|
|
2020
Q4 | $239K | Hold |
4,570
| – | – | 0.16% | 119 |
|
|
2020
Q3 | $211K | Buy |
+4,570
| New | +$211K | 0.17% | 109 |
|