KMWM
Keudell/Morrison Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
16,911
+434
| +3% | +$15.5K | 0.13% | 107 |
|
|
2025
Q1 | $608K | Sell |
16,477
-737
| -4% | -$27.2K | 0.14% | 96 |
|
|
2024
Q4 | $646K | Sell |
17,214
-1,631
| -9% | -$61.2K | 0.17% | 88 |
|
|
2024
Q3 | $787K | Sell |
18,845
-1,894
| -9% | -$79.1K | 0.21% | 82 |
|
|
2024
Q2 | $812K | Sell |
20,739
-1,027
| -5% | -$40.2K | 0.24% | 76 |
|
|
2024
Q1 | $944K | Buy |
21,766
+814
| +4% | +$35.3K | 0.29% | 67 |
|
|
2023
Q4 | $919K | Sell |
20,952
-1,513
| -7% | -$66.3K | 0.3% | 65 |
|
|
2023
Q3 | $996K | Sell |
22,465
-1,594
| -7% | -$70.7K | 0.3% | 59 |
|
|
2023
Q2 | $1,000K | Sell |
24,059
-251
| -1% | -$10.4K | 0.29% | 59 |
|
|
2023
Q1 | $922K | Sell |
24,310
-224
| -0.9% | -$8.49K | 0.27% | 61 |
|
|
2022
Q4 | $858K | Buy |
24,534
+839
| +4% | +$29.3K | 0.28% | 68 |
|
|
2022
Q3 | $695K | Sell |
23,695
-923
| -4% | -$27.1K | 0.26% | 75 |
|
|
2022
Q2 | $966K | Buy |
24,618
+1,336
| +6% | +$52.4K | 0.35% | 62 |
|
|
2022
Q1 | $1.09M | Buy |
23,282
+371
| +2% | +$17.4K | 0.46% | 57 |
|
|
2021
Q4 | $1.15M | Sell |
22,911
-4,704
| -17% | -$237K | 0.46% | 54 |
|
|
2021
Q3 | $1.55M | Buy |
27,615
+411
| +2% | +$23K | 0.66% | 33 |
|
|
2021
Q2 | $1.55M | Sell |
27,204
-3,430
| -11% | -$196K | 0.85% | 32 |
|
|
2021
Q1 | $1.66M | Sell |
30,634
-2,048
| -6% | -$111K | 0.96% | 28 |
|
|
2020
Q4 | $1.71M | Buy |
32,682
+180
| +0.6% | +$9.44K | 1.09% | 21 |
|
|
2020
Q3 | $1.5M | Sell |
32,502
-445
| -1% | -$20.6K | 0.97% | 24 |
|
|
2020
Q2 | $1.28M | Buy |
32,947
+743
| +2% | +$29K | 1.06% | 27 |
|
|
2020
Q1 | $1.11M | Sell |
32,204
-181
| -0.6% | -$6.22K | 1.08% | 25 |
|
|
2019
Q4 | $1.46M | Buy |
32,385
+132
| +0.4% | +$5.94K | 1.01% | 25 |
|
|
2019
Q3 | $1.45M | Buy |
32,253
+158
| +0.5% | +$7.12K | 1.2% | 19 |
|
|
2019
Q2 | $1.34M | Buy |
32,095
+252
| +0.8% | +$10.5K | 1.17% | 25 |
|
|
2019
Q1 | $1.27M | Buy |
+31,843
| New | +$1.27M | 1.12% | 26 |
|