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