MSWM
Mowery & Schoenfeld Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
3,851
-1,658
| -30% | -$59.2K | 0.21% | 57 |
|
|
2025
Q1 | $203K | Buy |
5,509
+857
| +18% | +$31.6K | 0.4% | 46 |
|
|
2024
Q4 | $175K | Buy |
4,652
+557
| +14% | +$20.9K | 0.34% | 49 |
|
|
2024
Q3 | $171K | Sell |
4,095
-1,061
| -21% | -$44.3K | 0.27% | 41 |
|
|
2024
Q2 | $202K | Buy |
5,156
+245
| +5% | +$9.59K | 0.29% | 36 |
|
|
2024
Q1 | $213K | Hold |
4,911
| – | – | 0.41% | 29 |
|
|
2023
Q4 | $215K | Buy |
+4,911
| New | +$215K | 0.44% | 33 |
|