Kingswood Wealth Advisors’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$499K Buy
13,979
+2,691
+24% +$96K 0.04% 413
2025
Q1
$416K Sell
11,288
-2,170
-16% -$80K 0.04% 444
2024
Q4
$505K Sell
13,458
-31,529
-70% -$1.18M 0.04% 439
2024
Q3
$1.88M Buy
44,987
+1,428
+3% +$59.6K 0.13% 177
2024
Q2
$1.71M Buy
43,559
+866
+2% +$33.9K 0.15% 135
2024
Q1
$1.85M Sell
42,693
-3,081
-7% -$134K 0.21% 119
2023
Q4
$2.01M Buy
45,774
+2,758
+6% +$121K 0.23% 101
2023
Q3
$1.91M Buy
+43,016
New +$1.91M 0.33% 79