JWA
JFS Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
17,445
+265
| +2% | +$9.46K | 0.04% | 186 |
|
|
2025
Q1 | $634K | Sell |
17,180
-937
| -5% | -$34.6K | 0.04% | 177 |
|
|
2024
Q4 | $680K | Sell |
18,117
-1,204
| -6% | -$45.2K | 0.05% | 167 |
|
|
2024
Q3 | $807K | Buy |
19,321
+2,395
| +14% | +$100K | 0.05% | 162 |
|
|
2024
Q2 | $663K | Sell |
16,926
-844
| -5% | -$33.1K | 0.05% | 141 |
|
|
2024
Q1 | $770K | Sell |
17,770
-107
| -0.6% | -$4.64K | 0.06% | 132 |
|
|
2023
Q4 | $784K | Sell |
17,877
-759
| -4% | -$33.3K | 0.07% | 120 |
|
|
2023
Q3 | $826K | Buy |
18,636
+5
| +0% | +$222 | 0.08% | 119 |
|
|
2023
Q2 | $774K | Sell |
18,631
-100
| -0.5% | -$4.16K | 0.07% | 124 |
|
|
2023
Q1 | $710K | Sell |
18,731
-1,609
| -8% | -$61K | 0.07% | 131 |
|
|
2022
Q4 | $711K | Sell |
20,340
-1,498
| -7% | -$52.4K | 0.07% | 128 |
|
|
2022
Q3 | $641K | Sell |
21,838
-1,431
| -6% | -$42K | 0.07% | 131 |
|
|
2022
Q2 | $913K | Buy |
23,269
+728
| +3% | +$28.6K | 0.1% | 108 |
|
|
2022
Q1 | $1.06M | Buy |
22,541
+1,011
| +5% | +$47.3K | 0.1% | 112 |
|
|
2021
Q4 | $1.08M | Buy |
21,530
+702
| +3% | +$35.3K | 0.1% | 114 |
|
|
2021
Q3 | $1.17M | Buy |
20,828
+600
| +3% | +$33.6K | 0.12% | 106 |
|
|
2021
Q2 | $1.15M | Sell |
20,228
-3,922
| -16% | -$224K | 0.17% | 82 |
|
|
2021
Q1 | $1.31M | Sell |
24,150
-3,030
| -11% | -$164K | 0.27% | 67 |
|
|
2020
Q4 | $1.42M | Buy |
27,180
+341
| +1% | +$17.9K | 0.3% | 68 |
|
|
2020
Q3 | $1.24M | Hold |
26,839
| – | – | 0.3% | 62 |
|
|
2020
Q2 | $1.05M | Buy |
26,839
+525
| +2% | +$20.5K | 0.27% | 66 |
|
|
2020
Q1 | $905K | Sell |
26,314
-2,720
| -9% | -$93.5K | 0.27% | 64 |
|
|
2019
Q4 | $1.31M | Sell |
29,034
-1,742
| -6% | -$78.4K | 0.32% | 59 |
|
|
2019
Q3 | $1.39M | Sell |
30,776
-310
| -1% | -$14K | 0.35% | 56 |
|
|
2019
Q2 | $1.31M | Sell |
31,086
-6,347
| -17% | -$268K | 0.33% | 56 |
|
|
2019
Q1 | $1.5M | Sell |
37,433
-101
| -0.3% | -$4.04K | 0.39% | 54 |
|
|
2018
Q4 | $1.28M | Sell |
37,534
-1,075
| -3% | -$36.6K | 0.34% | 61 |
|
|
2018
Q3 | $1.37M | Hold |
38,609
| – | – | 0.35% | 56 |
|
|
2018
Q2 | $1.27M | Sell |
38,609
-1,585
| -4% | -$52K | 0.33% | 57 |
|
|
2018
Q1 | $1.37M | Sell |
40,194
-3,258
| -7% | -$111K | 0.36% | 52 |
|
|
2017
Q4 | $1.74M | Buy |
43,452
+109
| +0.3% | +$4.37K | 0.43% | 51 |
|
|
2017
Q3 | $1.67M | Sell |
43,343
-235
| -0.5% | -$9.04K | 0.43% | 52 |
|
|
2017
Q2 | $1.7M | Buy |
43,578
+19,398
| +80% | +$755K | 0.47% | 51 |
|
|
2017
Q1 | $1.67M | Hold |
24,180
| – | – | 0.45% | 53 |
|
|
2016
Q4 | $1.67M | Sell |
24,180
-1,480
| -6% | -$102K | 0.45% | 53 |
|
|
2016
Q3 | $1.7M | Buy |
25,660
+1,547
| +6% | +$103K | 0.49% | 57 |
|
|
2016
Q2 | $1.57M | Sell |
24,113
-1,176
| -5% | -$76.7K | 0.43% | 56 |
|
|
2016
Q1 | $1.55M | Sell |
25,289
-933
| -4% | -$57K | 0.46% | 53 |
|
|
2015
Q4 | $1.48M | Buy |
26,222
+24,472
| +1,398% | +$1.38M | 0.43% | 56 |
|
|
2015
Q3 | $100K | Buy |
1,750
+365
| +26% | +$20.9K | 0.04% | 153 |
|
|
2015
Q2 | $83K | Buy |
1,385
+21
| +2% | +$1.26K | 0.04% | 140 |
|
|
2015
Q1 | $77K | Sell |
1,364
-180
| -12% | -$10.2K | 0.04% | 143 |
|
|
2014
Q4 | $90K | Buy |
1,544
+180
| +13% | +$10.5K | 0.01% | 133 |
|
|
2014
Q3 | $73K | Buy |
1,364
+36
| +3% | +$1.93K | 0.01% | 148 |
|
|
2014
Q2 | $72K | Buy |
+1,328
| New | +$72K | 0.01% | 148 |
|