PWM
Paulson Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
7,937
-66
| -0.8% | -$2.36K | 0.07% | 119 |
|
|
2025
Q1 | $295K | Sell |
8,003
-2,154
| -21% | -$79.5K | 0.08% | 108 |
|
|
2024
Q4 | $381K | Sell |
10,157
-948
| -9% | -$35.6K | 0.1% | 94 |
|
|
2024
Q3 | $464K | Sell |
11,105
-49
| -0.4% | -$2.05K | 0.12% | 90 |
|
|
2024
Q2 | $437K | Buy |
11,154
+106
| +1% | +$4.15K | 0.13% | 84 |
|
|
2024
Q1 | $479K | Sell |
11,048
-894
| -7% | -$38.8K | 0.14% | 78 |
|
|
2023
Q4 | $524K | Buy |
11,942
+2,710
| +29% | +$119K | 0.17% | 71 |
|
|
2023
Q3 | $409K | Sell |
9,232
-329
| -3% | -$14.6K | 0.14% | 80 |
|
|
2023
Q2 | $397K | Buy |
9,561
+2,482
| +35% | +$103K | 0.14% | 82 |
|
|
2023
Q1 | $268K | Hold |
7,079
| – | – | 0.12% | 75 |
|
|
2022
Q4 | $248K | Sell |
7,079
-3,690
| -34% | -$129K | 0.12% | 78 |
|
|
2022
Q3 | $316K | Buy |
10,769
+1,530
| +17% | +$44.9K | 0.17% | 52 |
|
|
2022
Q2 | $363K | Buy |
9,239
+637
| +7% | +$25K | 0.19% | 51 |
|
|
2022
Q1 | $403K | Buy |
8,602
+436
| +5% | +$20.4K | 0.18% | 51 |
|
|
2021
Q4 | $411K | Buy |
8,166
+51
| +0.6% | +$2.57K | 0.18% | 52 |
|
|
2021
Q3 | $454K | Sell |
8,115
-255
| -3% | -$14.3K | 0.22% | 58 |
|
|
2021
Q2 | $477K | Sell |
8,370
-12
| -0.1% | -$684 | 0.23% | 55 |
|
|
2021
Q1 | $454K | Buy |
8,382
+1,184
| +16% | +$64.1K | 0.23% | 59 |
|
|
2020
Q4 | $377K | Sell |
7,198
-321
| -4% | -$16.8K | 0.22% | 59 |
|
|
2020
Q3 | $348K | Sell |
7,519
-524
| -7% | -$24.3K | 0.22% | 59 |
|
|
2020
Q2 | $314K | Buy |
8,043
+1,022
| +15% | +$39.9K | 0.22% | 66 |
|
|
2020
Q1 | $261K | Buy |
7,021
+1,205
| +21% | +$44.8K | 0.2% | 70 |
|
|
2019
Q4 | $276K | Buy |
+5,816
| New | +$276K | 0.2% | 82 |
|