MWM
Modern Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
12,502
-1,954
| -14% | -$69.7K | 0.01% | 495 |
|
|
2025
Q1 | $533K | Buy |
14,456
+3,769
| +35% | +$139K | 0.02% | 404 |
|
|
2024
Q4 | $401K | Buy |
10,687
+1,915
| +22% | +$71.9K | 0.02% | 397 |
|
|
2024
Q3 | $366K | Buy |
8,772
+1,449
| +20% | +$60.5K | 0.02% | 302 |
|
|
2024
Q2 | $287K | Buy |
7,323
+138
| +2% | +$5.41K | 0.02% | 320 |
|
|
2024
Q1 | $311K | Buy |
7,185
+507
| +8% | +$22K | 0.03% | 234 |
|
|
2023
Q4 | $293K | Buy |
+6,678
| New | +$293K | 0.04% | 144 |
|