LWM
Liberty Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,330
| Closed | -$202K | – | 198 |
|
|
2023
Q1 | $202K | Buy |
+5,330
| New | +$202K | 0.04% | 218 |
|
|
2021
Q4 | – | Sell |
-3,177
| Closed | -$177K | – | 330 |
|
|
2021
Q3 | $177K | Buy |
3,177
+151
| +5% | +$8.41K | 0.06% | 182 |
|
|
2021
Q2 | $173K | Sell |
3,026
-455
| -13% | -$26K | 0.07% | 150 |
|
|
2021
Q1 | $174K | Hold |
3,481
| – | – | 0.09% | 120 |
|
|
2020
Q4 | $174K | Sell |
3,481
-171
| -5% | -$8.55K | 0.09% | 119 |
|
|
2020
Q3 | $169K | Sell |
3,652
-1,386
| -28% | -$64.1K | 0.1% | 106 |
|
|
2020
Q2 | $196K | Sell |
5,038
-642
| -11% | -$25K | 0.14% | 93 |
|
|
2020
Q1 | $195K | Sell |
5,680
-74
| -1% | -$2.54K | 0.17% | 90 |
|
|
2019
Q4 | $259K | Buy |
5,754
+207
| +4% | +$9.32K | 0.2% | 91 |
|
|
2019
Q3 | $252K | Buy |
5,547
+1,022
| +23% | +$46.4K | 0.24% | 82 |
|
|
2019
Q2 | $191K | Sell |
4,525
-57
| -1% | -$2.41K | 0.17% | 108 |
|
|
2019
Q1 | $183K | Buy |
4,582
+158
| +4% | +$6.31K | 0.14% | 93 |
|
|
2018
Q4 | $150K | Buy |
+4,424
| New | +$150K | 0.11% | 100 |
|