KJWM
Kiley Juergens Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
14,652
-100
| -0.7% | -$3.57K | 0.12% | 67 |
|
|
2025
Q1 | $544K | Sell |
14,752
-2,218
| -13% | -$81.8K | 0.14% | 65 |
|
|
2024
Q4 | $637K | Sell |
16,970
-542
| -3% | -$20.3K | 0.16% | 64 |
|
|
2024
Q3 | $731K | Sell |
17,512
-4,247
| -20% | -$177K | 0.19% | 60 |
|
|
2024
Q2 | $852K | Sell |
21,759
-1,687
| -7% | -$66.1K | 0.24% | 51 |
|
|
2024
Q1 | $1.02M | Sell |
23,446
-1,175
| -5% | -$50.9K | 0.31% | 41 |
|
|
2023
Q4 | $1.08M | Buy |
24,621
+122
| +0.5% | +$5.35K | 0.36% | 39 |
|
|
2023
Q3 | $1.09M | Sell |
24,499
-1,025
| -4% | -$45.4K | 0.39% | 42 |
|
|
2023
Q2 | $1.06M | Sell |
25,524
-1,592
| -6% | -$66.1K | 0.37% | 45 |
|
|
2023
Q1 | $1.03M | Sell |
27,116
-1,649
| -6% | -$62.5K | 0.38% | 47 |
|
|
2022
Q4 | $1.01M | Sell |
28,765
-2,180
| -7% | -$76.2K | 0.42% | 46 |
|
|
2022
Q3 | $907K | Sell |
30,945
-1,556
| -5% | -$45.6K | 0.43% | 45 |
|
|
2022
Q2 | $1.28M | Buy |
32,501
+5,913
| +22% | +$232K | 0.6% | 34 |
|
|
2022
Q1 | $1.25M | Sell |
26,588
-5,220
| -16% | -$244K | 0.6% | 31 |
|
|
2021
Q4 | $1.6M | Buy |
31,808
+431
| +1% | +$21.7K | 0.61% | 33 |
|
|
2021
Q3 | $1.75M | Buy |
31,377
+483
| +2% | +$27K | 0.77% | 29 |
|
|
2021
Q2 | $1.76M | Sell |
30,894
-2,786
| -8% | -$159K | 0.81% | 28 |
|
|
2021
Q1 | $1.82M | Buy |
33,680
+273
| +0.8% | +$14.8K | 0.95% | 26 |
|
|
2020
Q4 | $1.75M | Sell |
33,407
-1,350
| -4% | -$70.7K | 1.04% | 25 |
|
|
2020
Q3 | $1.61M | Sell |
34,757
-8,828
| -20% | -$408K | 1.17% | 23 |
|
|
2020
Q2 | $1.7M | Sell |
43,585
-421
| -1% | -$16.4K | 1.42% | 20 |
|
|
2020
Q1 | $1.51M | Buy |
44,006
+855
| +2% | +$29.4K | 1.56% | 18 |
|
|
2019
Q4 | $1.94M | Buy |
43,151
+15,885
| +58% | +$714K | 1.7% | 15 |
|
|
2019
Q3 | $1.23M | Sell |
27,266
-316
| -1% | -$14.2K | 1.35% | 21 |
|
|
2019
Q2 | $1.17M | Buy |
27,582
+135
| +0.5% | +$5.71K | 1.31% | 21 |
|
|
2019
Q1 | $1.1M | Buy |
27,447
+3
| +0% | +$120 | 1.37% | 19 |
|
|
2018
Q4 | $934K | Buy |
27,444
+480
| +2% | +$16.3K | 1.31% | 21 |
|
|
2018
Q3 | $954K | Buy |
26,964
+2,453
| +10% | +$86.8K | 0.71% | 27 |
|
|
2018
Q2 | $804K | Buy |
24,511
+3,565
| +17% | +$117K | 0.72% | 28 |
|
|
2018
Q1 | $715K | Sell |
20,946
-481
| -2% | -$16.4K | 0.78% | 32 |
|
|
2017
Q4 | $858K | Buy |
+21,427
| New | +$858K | 0.77% | 26 |
|