MWM
Marietta Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-75,062
| Closed | -$3.78M | – | 110 |
|
|
2021
Q4 | $3.78M | Sell |
75,062
-4,158
| -5% | -$209K | 0.76% | 56 |
|
|
2021
Q3 | $4.43M | Buy |
79,220
+4,275
| +6% | +$239K | 0.97% | 42 |
|
|
2021
Q2 | $4.27M | Buy |
74,945
+3,638
| +5% | +$207K | 0.96% | 44 |
|
|
2021
Q1 | $3.86M | Buy |
71,307
+4,262
| +6% | +$231K | 0.96% | 43 |
|
|
2020
Q4 | $3.51M | Sell |
67,045
-1,359
| -2% | -$71.2K | 0.97% | 42 |
|
|
2020
Q3 | $3.16M | Buy |
68,404
+53,551
| +361% | +$2.48M | 0.99% | 41 |
|
|
2020
Q2 | $579K | Sell |
14,853
-2,293
| -13% | -$89.4K | 0.2% | 80 |
|
|
2020
Q1 | $589K | Buy |
17,146
+1,993
| +13% | +$68.5K | 0.23% | 79 |
|
|
2019
Q4 | $681K | Buy |
15,153
+225
| +2% | +$10.1K | 0.22% | 78 |
|
|
2019
Q3 | $673K | Buy |
+14,928
| New | +$673K | 0.25% | 78 |
|