Journey Strategic 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
$950K Buy
26,631
+12,936
+94% +$462K 0.03% 176
2025
Q1
$505K Buy
13,695
+1,313
+11% +$48.5K 0.02% 227
2024
Q4
$465K Sell
12,382
-6,432
-34% -$241K 0.02% 232
2024
Q3
$786K Buy
18,814
+6,580
+54% +$275K 0.03% 156
2024
Q2
$479K Buy
12,234
+3,459
+39% +$135K 0.02% 162
2024
Q1
$380K Buy
8,775
+1,331
+18% +$57.7K 0.02% 155
2023
Q4
$326K Buy
7,444
+2,208
+42% +$96.8K 0.02% 129
2023
Q3
$232K Buy
5,236
+311
+6% +$13.8K 0.01% 149
2023
Q2
$205K Sell
4,925
-4,859
-50% -$202K 0.01% 171
2023
Q1
$371K Buy
9,784
+2,492
+34% +$94.5K 0.04% 129
2022
Q4
$255K Buy
+7,292
New +$255K 0.03% 164
2022
Q2
Sell
-8,691
Closed -$407K 145
2022
Q1
$407K Sell
8,691
-288
-3% -$13.5K 0.04% 70
2021
Q4
$452K Buy
+8,979
New +$452K 0.05% 81