Naviter Wealth’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,787
| Closed | -$212K | – | 280 |
|
|
2025
Q1 | $212K | Sell |
5,787
-469
| -7% | -$17.2K | 0.03% | 253 |
|
|
2024
Q4 | $235K | Sell |
6,256
-11,472
| -65% | -$431K | 0.03% | 251 |
|
|
2024
Q3 | $740K | Sell |
17,728
-3,872
| -18% | -$162K | 0.1% | 173 |
|
|
2024
Q2 | $846K | Buy |
21,600
+4,969
| +30% | +$195K | 0.13% | 168 |
|
|
2024
Q1 | $721K | Buy |
+16,631
| New | +$721K | 0.12% | 177 |
|
|
2023
Q1 | – | Sell |
-23,896
| Closed | -$956K | – | 200 |
|
|
2022
Q4 | $956K | Buy |
23,896
+3,926
| +20% | +$157K | 0.26% | 93 |
|
|
2022
Q3 | $586K | Buy |
19,970
+4,275
| +27% | +$125K | 0.24% | 108 |
|
|
2022
Q2 | $616K | Buy |
+15,695
| New | +$616K | 0.25% | 98 |
|