Lineweaver Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,668
| Closed | -$205K | – | 126 |
|
|
2023
Q4 | $205K | Sell |
4,668
-17
| -0.4% | -$746 | 0.05% | 123 |
|
|
2023
Q3 | $208K | Buy |
+4,685
| New | +$208K | 0.06% | 128 |
|
|
2022
Q2 | – | Sell |
-13,857
| Closed | -$648K | – | 131 |
|
|
2022
Q1 | $648K | Buy |
13,857
+6,694
| +93% | +$313K | 0.19% | 82 |
|
|
2021
Q4 | $360K | Sell |
7,163
-395
| -5% | -$19.9K | 0.1% | 103 |
|
|
2021
Q3 | $422K | Buy |
7,558
+1,403
| +23% | +$78.3K | 0.13% | 89 |
|
|
2021
Q2 | $351K | Buy |
6,155
+207
| +3% | +$11.8K | 0.12% | 90 |
|
|
2021
Q1 | $321K | Buy |
5,948
+1,595
| +37% | +$86.1K | 0.11% | 86 |
|
|
2020
Q4 | $228K | Buy |
+4,353
| New | +$228K | 0.09% | 90 |
|