Optimum Investment Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $66.2K | Hold |
2,106
| – | – | 0.03% | 311 |
|
|
2025
Q2 | $75.2K | Sell |
2,106
-245
| -10% | -$8.47K | 0.03% | 291 |
|
|
2025
Q1 | $86.8K | Sell |
2,351
-316
| -12% | -$11.4K | 0.04% | 267 |
|
|
2024
Q4 | $100K | Hold |
2,667
| – | – | 0.04% | 253 |
|
|
2024
Q3 | $111K | Hold |
2,667
| – | – | 0.05% | 259 |
|
|
2024
Q2 | $104K | Sell |
2,667
-584
| -18% | -$22.9K | 0.05% | 262 |
|
|
2024
Q1 | $141K | Hold |
3,251
| – | – | 0.06% | 227 |
|
|
2023
Q4 | $143K | Sell |
3,251
-2,092
| -39% | -$89.7K | 0.07% | 215 |
|
|
2023
Q3 | $237K | Buy |
5,343
+586
| +12% | +$26.2K | 0.12% | 168 |
|
|
2023
Q2 | $198K | Hold |
4,757
| – | – | 0.1% | 184 |
|
|
2023
Q1 | $180K | Sell |
4,757
-34
| -0.7% | -$1.29K | 0.09% | 191 |
|
|
2022
Q4 | $168K | Sell |
4,791
-462
| -9% | -$15.3K | 0.09% | 203 |
|
|
2022
Q3 | $154K | Buy |
5,253
+145
| +3% | +$5.42K | 0.08% | 208 |
|
|
2022
Q2 | $200K | Hold |
5,108
| – | – | 0.1% | 185 |
|
|
2022
Q1 | $239K | Hold |
5,108
| – | – | 0.1% | 181 |
|
|
2021
Q4 | $257K | Hold |
5,108
| – | – | 0.1% | 189 |
|
|
2021
Q3 | $286K | Hold |
5,108
| – | – | 0.12% | 168 |
|
|
2021
Q2 | $291K | Hold |
5,108
| – | – | 0.09% | 202 |
|
|
2021
Q1 | $276K | Hold |
5,108
| – | – | 0.08% | 216 |
|
|
2020
Q4 | $268K | Sell |
5,108
-404
| -7% | -$19.4K | 0.08% | 210 |
|
|
2020
Q3 | $255K | Sell |
5,512
-58
| -1% | -$2.52K | 0.09% | 209 |
|
|
2020
Q2 | $217K | Buy |
5,570
+312
| +6% | +$11.9K | 0.08% | 227 |
|
|
2020
Q1 | $181K | Sell |
5,258
-1,082
| -17% | -$45.6K | 0.07% | 235 |
|
|
2019
Q4 | $285K | Buy |
6,340
+469
| +8% | +$20.9K | 0.08% | 222 |
|
|
2019
Q3 | $265K | Buy |
5,871
+101
| +2% | +$4.47K | 0.08% | 227 |
|
|
2019
Q2 | $244K | Buy |
5,770
+1
| +0% | +$42 | 0.08% | 242 |
|
|
2019
Q1 | $231K | Buy |
5,769
+274
| +5% | +$10.3K | 0.08% | 254 |
|
|
2018
Q4 | $187K | Sell |
5,495
-1,999
| -27% | -$73K | 0.06% | 265 |
|
|
2018
Q3 | $265K | Buy |
7,494
+1
| +0% | +$35 | 0.07% | 254 |
|
|
2018
Q2 | $246K | Buy |
7,493
+228
| +3% | +$7.43K | 0.07% | 267 |
|
|
2018
Q1 | $248K | Buy |
7,265
+1
| +0% | +$39 | 0.07% | 254 |
|
|
2017
Q4 | $291K | Hold |
7,264
| – | – | 0.09% | 241 |
|
|
2017
Q3 | $280K | Buy |
7,264
+1
| +0% | +$39 | 0.09% | 239 |
|
|
2017
Q2 | $283K | Buy |
7,263
+1,591
| +28% | +$62.7K | 0.1% | 226 |
|
|
2017
Q1 | $213K | Buy |
+5,672
| New | +$210K | 0.08% | 265 |
|
|
2016
Q4 | – | Sell |
-6,108
| Closed | -$203K | – | 280 |
|
|
2016
Q3 | $203K | Buy |
+6,108
| New | +$203K | 0.08% | 268 |
|
|
2016
Q1 | – | Sell |
-7,742
| Closed | -$218K | – | 273 |
|
|
2015
Q4 | $218K | Buy |
7,742
+48
| +0.6% | +$1.45K | 0.08% | 252 |
|
|
2015
Q3 | $219K | Buy |
+7,694
| New | +$229K | 0.09% | 243 |
|
|
2015
Q1 | $191K | Buy |
6,750
+286
| +4% | +$8.22K | 0.06% | 290 |
|
|
2014
Q4 | $159K | Sell |
6,464
-1,282
| -17% | -$35.1K | 0.05% | 300 |
|
|
2014
Q3 | $208K | Buy |
7,746
+18
| +0.2% | +$493 | 0.07% | 248 |
|
|
2014
Q2 | $208K | Buy |
7,728
+4,498
| +139% | +$116K | 0.07% | 250 |
|
|
2014
Q1 | $81K | Buy |
3,230
+200
| +7% | +$5.21K | 0.03% | 327 |
|
|
2013
Q4 | $79K | Buy |
3,030
+192
| +7% | +$4.62K | 0.03% | 328 |
|
|
2013
Q3 | $64K | Buy |
+2,838
| New | +$61.8K | 0.03% | 340 |
|
Other funds holding CMCSA
Optimum Investment Advisors's CMCSA Position: Q3 2025 in Review
Optimum Investment Advisors held its Comcast (CMCSA) position steady in Q3 2025 at 2,106 shares worth $66.2K. The position accounts for 0.03% of the portfolio, ranked #311.
Optimum Investment Advisors first reported a position in CMCSA in Q3 2013 and has held it in 45 quarters since. The position peaked at $291K in Q2 2021. 2,154 funds tracked by Wall St. Rank hold CMCSA as of Q3 2025.
- Optimum Investment Advisors held 2,106 shares of Comcast worth $66.2K as of Q3 2025.
- Optimum Investment Advisors left its Comcast share count unchanged in Q3 2025.
- Comcast made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #311 holding.
- Optimum Investment Advisors first reported a position in Comcast in Q3 2013 and has held it in 45 quarters since.
- Optimum Investment Advisors's Comcast position peaked at $291K in Q2 2021.
- 2,154 funds tracked by Wall St. Rank held Comcast as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.