Phillips Wealth Planners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $734K | Buy |
20,382
+276
| +1% | +$9.94K | 0.66% | 44 |
|
2025
Q1 | $678K | Buy |
20,106
+3,331
| +20% | +$112K | 0.72% | 43 |
|
2024
Q4 | $610K | Sell |
16,775
-2,849
| -15% | -$104K | 0.61% | 50 |
|
2024
Q3 | $829K | Buy |
19,624
+735
| +4% | +$31.1K | 0.79% | 29 |
|
2024
Q2 | $707K | Sell |
18,889
-241
| -1% | -$9.02K | 0.75% | 32 |
|
2024
Q1 | $748K | Buy |
19,130
+771
| +4% | +$30.2K | 0.86% | 28 |
|
2023
Q4 | $781K | Sell |
18,359
-690
| -4% | -$29.4K | 0.94% | 28 |
|
2023
Q3 | $820K | Sell |
19,049
-2
| -0% | -$86 | 1.11% | 21 |
|
2023
Q2 | $792K | Buy |
19,051
+213
| +1% | +$8.85K | 1.04% | 25 |
|
2023
Q1 | $784K | Buy |
18,838
+1,680
| +10% | +$70K | 1.04% | 27 |
|
2022
Q4 | $671K | Buy |
+17,158
| New | +$671K | 1.17% | 26 |
|