Laidlaw Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,146
Closed -$313K 186
2023
Q4
$313K Sell
7,146
-649
-8% -$28.5K 0.11% 179
2023
Q3
$346K Sell
7,795
-7,889
-50% -$350K 0.11% 188
2023
Q2
$652K Sell
15,684
-1,217
-7% -$50.6K 0.13% 176
2023
Q1
$641K Sell
16,901
-247
-1% -$9.36K 0.13% 177
2022
Q4
$600K Sell
17,148
-1,169
-6% -$40.9K 0.13% 172
2022
Q3
$537K Sell
18,317
-395
-2% -$11.6K 0.13% 167
2022
Q2
$734K Sell
18,712
-1,363
-7% -$53.5K 0.15% 155
2022
Q1
$940K Sell
20,075
-3,868
-16% -$181K 0.16% 148
2021
Q4
$1.21M Sell
23,943
-11,228
-32% -$565K 0.19% 129
2021
Q3
$1.97M Buy
35,171
+2,158
+7% +$121K 0.5% 52
2021
Q2
$1.88M Buy
33,013
+1,459
+5% +$83.2K 0.49% 55
2021
Q1
$1.71M Sell
31,554
-3,365
-10% -$182K 0.58% 48
2020
Q4
$1.83M Buy
34,919
+11,476
+49% +$601K 0.39% 68
2020
Q3
$1.08M Sell
23,443
-925
-4% -$42.8K 0.48% 67
2020
Q2
$950K Buy
24,368
+1,297
+6% +$50.6K 0.5% 68
2020
Q1
$793K Sell
23,071
-3,632
-14% -$125K 0.52% 67
2019
Q4
$1.2M Buy
+26,703
New +$1.2M 0.76% 49