MWM
MinichMacGregor Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,367
| Closed | -$47.8K | – | 191 |
|
|
2022
Q4 | $47.8K | Buy |
+1,367
| New | +$47.8K | 0.02% | 184 |
|
|
2018
Q4 | – | Sell |
-2,966
| Closed | -$105K | – | 175 |
|
|
2018
Q3 | $105K | Sell |
2,966
-509
| -15% | -$18K | 0.07% | 79 |
|
|
2018
Q2 | $115K | Sell |
3,475
-17
| -0.5% | -$563 | 0.08% | 68 |
|
|
2018
Q1 | $119K | Sell |
3,492
-1,612
| -32% | -$54.9K | 0.09% | 62 |
|
|
2017
Q4 | $204K | Sell |
5,104
-312
| -6% | -$12.5K | 0.16% | 37 |
|
|
2017
Q3 | $208K | Sell |
5,416
-153
| -3% | -$5.88K | 0.17% | 37 |
|
|
2017
Q2 | $216K | Buy |
5,569
+607
| +12% | +$23.5K | 0.19% | 36 |
|
|
2017
Q1 | $186K | Buy |
4,962
+1,570
| +46% | +$58.9K | 0.17% | 39 |
|
|
2016
Q4 | $117K | Hold |
3,392
| – | – | 0.11% | 53 |
|
|
2016
Q3 | $112K | Sell |
3,392
-2
| -0.1% | -$66 | 0.11% | 57 |
|
|
2016
Q2 | $110K | Sell |
3,394
-10
| -0.3% | -$324 | 0.1% | 56 |
|
|
2016
Q1 | $103K | Buy |
3,404
+630
| +23% | +$19.1K | 0.1% | 58 |
|
|
2015
Q4 | $81K | Buy |
+2,774
| New | +$81K | 0.08% | 73 |
|