MWM
Mascoma Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Hold |
1,895
| – | – | 0.02% | 162 |
|
|
2025
Q1 | $69.9K | Buy |
1,895
+100
| +6% | +$3.69K | 0.02% | 162 |
|
|
2024
Q4 | $67.4K | Sell |
1,795
-7
| -0.4% | -$263 | 0.02% | 173 |
|
|
2024
Q3 | $75.3K | Sell |
1,802
-154
| -8% | -$6.43K | 0.02% | 162 |
|
|
2024
Q2 | $76.6K | Buy |
1,956
+27
| +1% | +$1.06K | 0.02% | 156 |
|
|
2024
Q1 | $83.6K | Hold |
1,929
| – | – | 0.02% | 140 |
|
|
2023
Q4 | $84.6K | Hold |
1,929
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $85.5K | Hold |
1,929
| – | – | 0.03% | 147 |
|
|
2023
Q2 | $87.6K | Sell |
1,929
-913
| -32% | -$41.5K | 0.03% | 149 |
|
|
2023
Q1 | $118K | Sell |
2,842
-91
| -3% | -$3.77K | 0.03% | 156 |
|
|
2022
Q4 | $103K | Sell |
2,933
-486
| -14% | -$17K | 0.03% | 160 |
|
|
2022
Q3 | $100K | Sell |
3,419
-57
| -2% | -$1.67K | 0.03% | 164 |
|
|
2022
Q2 | $136K | Sell |
3,476
-15
| -0.4% | -$587 | 0.05% | 142 |
|
|
2022
Q1 | $163K | Buy |
3,491
+257
| +8% | +$12K | 0.05% | 136 |
|
|
2021
Q4 | $163K | Buy |
3,234
+14
| +0.4% | +$706 | 0.06% | 117 |
|
|
2021
Q3 | $180K | Buy |
+3,220
| New | +$180K | 0.07% | 106 |
|
|
2021
Q2 | – | Sell |
-3,220
| Closed | -$174K | – | 166 |
|
|
2021
Q1 | $174K | Buy |
+3,220
| New | +$174K | 0.07% | 111 |
|
|
2019
Q3 | – | Sell |
-3,498
| Closed | -$148K | – | 123 |
|
|
2019
Q2 | $148K | Hold |
3,498
| – | – | 0.09% | 94 |
|
|
2019
Q1 | $140K | Hold |
3,498
| – | – | 0.09% | 85 |
|
|
2018
Q4 | $119K | Hold |
3,498
| – | – | 0.09% | 90 |
|
|
2018
Q3 | $124K | Hold |
3,498
| – | – | 0.08% | 106 |
|
|
2018
Q2 | $115K | Buy |
3,498
+372
| +12% | +$12.2K | 0.08% | 100 |
|
|
2018
Q1 | $107K | Buy |
3,126
+169
| +6% | +$5.79K | 0.07% | 110 |
|
|
2017
Q4 | $122K | Sell |
2,957
-439
| -13% | -$18.1K | 0.08% | 93 |
|
|
2017
Q3 | $131K | Hold |
3,396
| – | – | 0.09% | 97 |
|
|
2017
Q2 | $132K | Sell |
3,396
-300
| -8% | -$11.7K | 0.09% | 95 |
|
|
2017
Q1 | $139K | Buy |
3,696
+1,374
| +59% | +$51.7K | 0.1% | 82 |
|
|
2016
Q4 | $160K | Buy |
+2,322
| New | +$160K | 0.12% | 77 |
|