Long Focus Capital Management’s Comcast CMCSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.3M	Hold	2,240,416	–	–	1.69%	13
2025 Q4	$67M	Buy	2,240,416 +170,000	+8%	+$4.85M	1.76%	14
2025 Q3	$65.1M	Hold	2,070,416	–	–	2.15%	11
2025 Q2	$73.9M	Hold	2,070,416	–	–	2.79%	8
2025 Q1	$76.4M	Buy	2,070,416 +172,016	+9%	+$6.21M	2.55%	8
2024 Q4	$71.2M	Buy	1,898,400 +771,500	+68%	+$32M	2.31%	9
2024 Q3	$47.1M	Buy	1,126,900 +50,000	+5%	+$1.97M	1.65%	12
2024 Q2	$42.2M	Buy	1,076,900 +345,400	+47%	+$13.5M	1.61%	14
2024 Q1	$31.7M	Buy	731,500 +412,300	+129%	+$17.8M	1.62%	14
2023 Q4	$14M	Hold	319,200	–	–	0.47%	25
2023 Q3	$14.2M	Sell	319,200 -60,000	-16%	-$2.68M	0.51%	25
2023 Q2	$15.8M	Hold	379,200	–	–	0.72%	17
2023 Q1	$14.4M	Sell	379,200 -100,000	-21%	-$3.78M	0.81%	21
2022 Q4	$16.8M	Buy	479,200 +38,200	+9%	+$1.26M	1.16%	14
2022 Q3	$12.9M	Buy	441,000 +361,000	+451%	+$13.5M	1.26%	12
2022 Q2	$3.14M	Buy	80,000 +35,000	+78%	+$1.5M	0.33%	54
2022 Q1	$2.11M	Buy	45,000 +30,000	+200%	+$1.44M	0.27%	58
2021 Q4	$755K	Buy	+15,000	New	+$782K	0.1%	77