PPWM
PFG Private Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61
| Closed | -$2.25K | – | 89 |
|
|
2025
Q1 | $2.25K | Hold |
61
| – | – | ﹤0.01% | 228 |
|
|
2024
Q4 | $2.29K | Sell |
61
-20
| -25% | -$750 | ﹤0.01% | 193 |
|
|
2024
Q3 | $3.38K | Hold |
81
| – | – | ﹤0.01% | 181 |
|
|
2024
Q2 | $3.17K | Hold |
81
| – | – | ﹤0.01% | 179 |
|
|
2024
Q1 | $3.51K | Sell |
81
-238
| -75% | -$10.3K | ﹤0.01% | 165 |
|
|
2023
Q4 | $14K | Sell |
319
-4,198
| -93% | -$184K | 0.01% | 107 |
|
|
2023
Q3 | $200K | Sell |
4,517
-822
| -15% | -$36.4K | 0.15% | 33 |
|
|
2023
Q2 | $222K | Buy |
5,339
+5,258
| +6,491% | +$218K | 0.13% | 44 |
|
|
2023
Q1 | $3.07K | Sell |
81
-176
| -68% | -$6.67K | ﹤0.01% | 244 |
|
|
2022
Q4 | $9K | Buy |
257
+176
| +217% | +$6.16K | 0.01% | 195 |
|
|
2022
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 293 |
|
|
2022
Q2 | $3K | Sell |
81
-21
| -21% | -$778 | ﹤0.01% | 254 |
|
|
2022
Q1 | $5K | Sell |
102
-6,778
| -99% | -$332K | ﹤0.01% | 217 |
|
|
2021
Q4 | $346K | Buy |
6,880
+1,040
| +18% | +$52.3K | 0.18% | 50 |
|
|
2021
Q3 | $327K | Buy |
5,840
+151
| +3% | +$8.46K | 0.19% | 45 |
|
|
2021
Q2 | $324K | Buy |
5,689
+936
| +20% | +$53.3K | 0.21% | 44 |
|
|
2021
Q1 | $257K | Buy |
+4,753
| New | +$257K | 0.18% | 46 |
|