Junto Capital Management’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,607,495	Closed	-$67.1M	–	84
2024 Q3	$67.1M	Buy	+1,607,495	New	+$63.5M	1.51%	28
2023 Q1	–	Sell	-539,996	Closed	-$18.9M	–	89
2022 Q4	$18.9M	Buy	+539,996	New	+$17.9M	0.54%	66
2022 Q3	–	Sell	-316,670	Closed	-$12.4M	–	85
2022 Q2	$12.4M	Buy	+316,670	New	+$13.6M	0.37%	66
2021 Q4	–	Sell	-622,048	Closed	-$34.8M	–	72
2021 Q3	$34.8M	Sell	622,048 -95,421	-13%	-$5.56M	1.1%	40
2021 Q2	$40.9M	Buy	717,469 +270,255	+60%	+$15.1M	1.3%	36
2021 Q1	$24.2M	Sell	447,214 -547,310	-55%	-$28.9M	0.87%	43
2020 Q4	$52.1M	Sell	994,524 -162,005	-14%	-$7.76M	1.73%	25
2020 Q3	$53.5M	Buy	+1,156,529	New	+$50.3M	1.94%	25
2020 Q2	–	Sell	-1,002,995	Closed	-$34.5M	–	55
2020 Q1	$34.5M	Sell	1,002,995 -22,000	-2%	-$928K	2.49%	20
2019 Q4	$46.1M	Buy	1,024,995 +799,912	+355%	+$35.6M	2.17%	19
2019 Q3	$10.1M	Sell	225,083 -1,355,552	-86%	-$60.1M	0.6%	36
2019 Q2	$66.8M	Buy	1,580,635 +178,073	+13%	+$7.51M	3.86%	9
2019 Q1	$56.1M	Sell	1,402,562 -725,409	-34%	-$27.3M	3.22%	11
2018 Q4	$72.5M	Buy	+2,127,971	New	+$77.7M	5.08%	4