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Laidlaw Wealth Management’s Comcast CMCSA Stock Holding History

Laidlaw Wealth Management’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,146
Closed -$313K – 188
2023
Q4 		$313K Sell
7,146
-649
-8% -$27.8K 0.11% 179
2023
Q3 		$346K Sell
7,795
-7,889
-50% -$352K 0.11% 188
2023
Q2 		$652K Sell
15,684
-1,217
-7% -$48.3K 0.13% 176
2023
Q1 		$641K Sell
16,901
-247
-1% -$9.34K 0.13% 177
2022
Q4 		$600K Sell
17,148
-1,169
-6% -$38.7K 0.13% 172
2022
Q3 		$537K Sell
18,317
-395
-2% -$14.8K 0.13% 167
2022
Q2 		$734K Sell
18,712
-1,363
-7% -$58.4K 0.15% 155
2022
Q1 		$940K Sell
20,075
-3,868
-16% -$186K 0.16% 148
2021
Q4 		$1.21M Sell
23,943
-11,228
-32% -$585K 0.19% 129
2021
Q3 		$1.97M Buy
35,171
+2,158
+7% +$126K 0.5% 52
2021
Q2 		$1.88M Buy
33,013
+1,459
+5% +$81.6K 0.49% 55
2021
Q1 		$1.71M Sell
31,554
-3,365
-10% -$178K 0.58% 48
2020
Q4 		$1.83M Buy
34,919
+11,476
+49% +$550K 0.39% 68
2020
Q3 		$1.08M Sell
23,443
-925
-4% -$40.2K 0.48% 67
2020
Q2 		$950K Buy
24,368
+1,297
+6% +$49.4K 0.5% 68
2020
Q1 		$793K Sell
23,071
-3,632
-14% -$153K 0.52% 67
2019
Q4 		$1.2M Buy
+26,703
New +$1.19M 0.76% 49

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Laidlaw Wealth Management's CMCSA Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Comcast (CMCSA) in Q1 2024, closing a stake of 7,146 shares — an estimated $313K sold.

Laidlaw Wealth Management first reported a position in CMCSA in Q4 2019 and held it in 17 quarters. The position peaked at $1.97M in Q3 2021. 2,439 funds tracked by Wall St. Rank hold CMCSA as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Comcast position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,146 Comcast shares in Q1 2024, an estimated $313K.
  • Laidlaw Wealth Management first reported a position in Comcast in Q4 2019 and held it in 17 quarters.
  • Laidlaw Wealth Management's Comcast position peaked at $1.97M in Q3 2021.
  • 2,439 funds tracked by Wall St. Rank held Comcast as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.