PFWA
Paces Ferry Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
9,017
-166
| -2% | -$5.93K | 0.15% | 87 |
|
|
2025
Q1 | $339K | Sell |
9,183
-288
| -3% | -$10.6K | 0.17% | 84 |
|
|
2024
Q4 | $355K | Sell |
9,471
-833
| -8% | -$31.3K | 0.17% | 78 |
|
|
2024
Q3 | $430K | Sell |
10,304
-401
| -4% | -$16.7K | 0.25% | 67 |
|
|
2024
Q2 | $419K | Sell |
10,705
-581
| -5% | -$22.8K | 0.25% | 65 |
|
|
2024
Q1 | $489K | Sell |
11,286
-463
| -4% | -$20.1K | 0.31% | 60 |
|
|
2023
Q4 | $515K | Sell |
11,749
-84
| -0.7% | -$3.68K | 0.36% | 55 |
|
|
2023
Q3 | $525K | Sell |
11,833
-181
| -2% | -$8.03K | 0.42% | 51 |
|
|
2023
Q2 | $499K | Buy |
12,014
+378
| +3% | +$15.7K | 0.37% | 54 |
|
|
2023
Q1 | $441K | Buy |
11,636
+1,522
| +15% | +$57.7K | 0.36% | 58 |
|
|
2022
Q4 | $354K | Sell |
10,114
-1,006
| -9% | -$35.2K | 0.34% | 70 |
|
|
2022
Q3 | $326K | Buy |
11,120
+307
| +3% | +$9K | 0.36% | 66 |
|
|
2022
Q2 | $424K | Buy |
10,813
+2,526
| +30% | +$99.1K | 0.42% | 53 |
|
|
2022
Q1 | $388K | Buy |
8,287
+67
| +0.8% | +$3.14K | 0.31% | 68 |
|
|
2021
Q4 | $414K | Sell |
8,220
-1,118
| -12% | -$56.3K | 0.3% | 71 |
|
|
2021
Q3 | $522K | Sell |
9,338
-404
| -4% | -$22.6K | 0.42% | 60 |
|
|
2021
Q2 | $555K | Buy |
9,742
+299
| +3% | +$17K | 0.42% | 56 |
|
|
2021
Q1 | $511K | Buy |
9,443
+507
| +6% | +$27.4K | 0.44% | 52 |
|
|
2020
Q4 | $468K | Sell |
8,936
-82
| -0.9% | -$4.3K | 0.43% | 58 |
|
|
2020
Q3 | $417K | Buy |
+9,018
| New | +$417K | 0.36% | 62 |
|