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Philosophy Capital Management’s Comcast CMCSA Stock Holding History

Philosophy Capital Management’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.8M Sell
665,746
-109,254
-14% -$3.9M 1.17% 11
2025
Q1 		$28.6M Buy
+775,000
New +$28.6M 2.03% 8