MWM
Minot Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $312K | Sell |
7,960
-11,322
| -59% | -$444K | 0.08% | 144 |
|
|
2022
Q1 | $903K | Sell |
19,282
-27,471
| -59% | -$1.29M | 0.19% | 92 |
|
|
2021
Q4 | $2.35M | Sell |
46,753
-23,432
| -33% | -$1.18M | 0.45% | 56 |
|
|
2021
Q3 | $3.93M | Buy |
70,185
+2,622
| +4% | +$147K | 0.85% | 35 |
|
|
2021
Q2 | $3.91M | Buy |
67,563
+5,604
| +9% | +$324K | 0.85% | 37 |
|
|
2021
Q1 | $3.35M | Sell |
61,959
-932
| -1% | -$50.4K | 0.86% | 39 |
|
|
2020
Q4 | $3.3M | Buy |
62,891
+23,870
| +61% | +$1.25M | 0.98% | 41 |
|
|
2020
Q3 | $1.81M | Buy |
39,021
+8,051
| +26% | +$372K | 0.68% | 53 |
|
|
2020
Q2 | $1.21M | Sell |
30,970
-32,375
| -51% | -$1.26M | 0.6% | 59 |
|
|
2020
Q1 | $2.18M | Sell |
63,345
-182
| -0.3% | -$6.26K | 1.56% | 19 |
|
|
2019
Q4 | $3.01M | Buy |
+63,527
| New | +$3.01M | 1.37% | 19 |
|