LWMG
Levy Wealth Management Group’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,868
| Closed | -$213K | – | 104 |
|
|
2024
Q1 | $213K | Hold |
4,868
| – | – | 0.06% | 101 |
|
|
2023
Q4 | $213K | Buy |
4,868
+1
| +0% | +$44 | 0.06% | 101 |
|
|
2023
Q3 | $216K | Buy |
4,867
+2
| +0% | +$89 | 0.07% | 103 |
|
|
2023
Q2 | $202K | Buy |
+4,865
| New | +$202K | 0.06% | 107 |
|
|
2022
Q2 | – | Sell |
-4,691
| Closed | -$220K | – | 71 |
|
|
2022
Q1 | $220K | Sell |
4,691
-1,271
| -21% | -$59.6K | 0.09% | 67 |
|
|
2021
Q4 | $300K | Buy |
+5,962
| New | +$300K | 0.14% | 57 |
|