MYIA
Mount Yale Investment Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Sell |
113,410
-3,624
| -3% | -$129K | 0.32% | 62 |
|
|
2025
Q1 | $4.32M | Sell |
117,034
-8,304
| -7% | -$306K | 0.37% | 45 |
|
|
2024
Q4 | $4.7M | Sell |
125,338
-28,712
| -19% | -$1.08M | 0.38% | 46 |
|
|
2024
Q3 | $6.43M | Sell |
154,050
-12,963
| -8% | -$541K | 0.62% | 23 |
|
|
2024
Q2 | $6.54M | Sell |
167,013
-17,117
| -9% | -$670K | 0.52% | 26 |
|
|
2024
Q1 | $7.98M | Sell |
184,130
-5,284
| -3% | -$229K | 0.61% | 21 |
|
|
2023
Q4 | $8.31M | Sell |
189,414
-11,849
| -6% | -$520K | 0.79% | 12 |
|
|
2023
Q3 | $8.92M | Sell |
201,263
-3,823
| -2% | -$170K | 0.97% | 10 |
|
|
2023
Q2 | $8.52M | Sell |
205,086
-10,285
| -5% | -$427K | 0.9% | 10 |
|
|
2023
Q1 | $8.16M | Buy |
215,371
+32,500
| +18% | +$1.23M | 0.92% | 10 |
|
|
2022
Q4 | $6.39M | Sell |
182,871
-10,285
| -5% | -$360K | 0.73% | 29 |
|
|
2022
Q3 | $5.67M | Buy |
193,156
+7,301
| +4% | +$214K | 0.75% | 18 |
|
|
2022
Q2 | $7.29M | Buy |
185,855
+20,266
| +12% | +$795K | 0.92% | 13 |
|
|
2022
Q1 | $7.75M | Buy |
165,589
+21,290
| +15% | +$997K | 0.84% | 14 |
|
|
2021
Q4 | $7.26M | Buy |
144,299
+5,410
| +4% | +$272K | 0.76% | 20 |
|
|
2021
Q3 | $7.77M | Buy |
138,889
+12,358
| +10% | +$691K | 0.89% | 14 |
|
|
2021
Q2 | $7.22M | Buy |
126,531
+9,482
| +8% | +$541K | 0.87% | 20 |
|
|
2021
Q1 | $6.33M | Sell |
117,049
-8,603
| -7% | -$466K | 0.83% | 22 |
|
|
2020
Q4 | $6.58M | Sell |
125,652
-5,504
| -4% | -$288K | 0.92% | 14 |
|
|
2020
Q3 | $6.07M | Sell |
131,156
-10,064
| -7% | -$466K | 0.86% | 12 |
|
|
2020
Q2 | $5.51M | Sell |
141,220
-34,689
| -20% | -$1.35M | 0.99% | 17 |
|
|
2020
Q1 | $6.05M | Buy |
175,909
+4,384
| +3% | +$151K | 1.36% | 12 |
|
|
2019
Q4 | $7.41M | Sell |
171,525
-5,483
| -3% | -$237K | 1.29% | 21 |
|
|
2019
Q3 | $8.01M | Sell |
177,008
-6,804
| -4% | -$308K | 1.43% | 13 |
|
|
2019
Q2 | $7.67M | Sell |
183,812
-35,550
| -16% | -$1.48M | 1.42% | 13 |
|
|
2019
Q1 | $8.77M | Sell |
219,362
-5,960
| -3% | -$238K | 1.64% | 7 |
|
|
2018
Q4 | $8.34M | Sell |
225,322
-4,788
| -2% | -$177K | 1.69% | 7 |
|
|
2018
Q3 | $8.81M | Buy |
230,110
+23,648
| +11% | +$906K | 1.54% | 5 |
|
|
2018
Q2 | $6.77M | Buy |
206,462
+18,745
| +10% | +$615K | 1.28% | 18 |
|
|
2018
Q1 | $6.41M | Buy |
+187,717
| New | +$6.41M | 1.37% | 14 |
|