PWA
Phoenix Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
62,576
+39,534
| +172% | +$1.41M | 0.94% | 35 |
|
|
2025
Q1 | $850K | Buy |
23,042
+86
| +0.4% | +$3.17K | 0.37% | 58 |
|
|
2024
Q4 | $862K | Sell |
22,956
-39,379
| -63% | -$1.48M | 0.37% | 52 |
|
|
2024
Q3 | $2.6M | Buy |
62,335
+911
| +1% | +$38.1K | 1.21% | 30 |
|
|
2024
Q2 | $2.41M | Buy |
61,424
+1,308
| +2% | +$51.2K | 1.21% | 26 |
|
|
2024
Q1 | $2.61M | Buy |
60,116
+17,349
| +41% | +$752K | 1.59% | 23 |
|
|
2023
Q4 | $1.87M | Sell |
42,767
-68
| -0.2% | -$2.97K | 1.3% | 30 |
|
|
2023
Q3 | $1.9M | Buy |
42,835
+751
| +2% | +$33.3K | 1.12% | 28 |
|
|
2023
Q2 | $1.75M | Buy |
42,084
+18,802
| +81% | +$781K | 1.02% | 30 |
|
|
2023
Q1 | $883K | Buy |
23,282
+1,537
| +7% | +$58.3K | 0.55% | 35 |
|
|
2022
Q4 | $760K | Buy |
21,745
+2,655
| +14% | +$92.8K | 0.46% | 41 |
|
|
2022
Q3 | $560K | Buy |
19,090
+4,234
| +29% | +$124K | 0.56% | 42 |
|
|
2022
Q2 | $583K | Buy |
14,856
+2,735
| +23% | +$107K | 0.57% | 41 |
|
|
2022
Q1 | $579K | Buy |
12,121
+2,915
| +32% | +$139K | 0.6% | 38 |
|
|
2021
Q4 | $463K | Buy |
9,206
+6,547
| +246% | +$329K | 0.35% | 67 |
|
|
2021
Q3 | $149K | Buy |
2,659
+640
| +32% | +$35.9K | 0.11% | 127 |
|
|
2021
Q2 | $116K | Buy |
2,019
+51
| +3% | +$2.93K | 0.08% | 149 |
|
|
2021
Q1 | $108K | Buy |
1,968
+314
| +19% | +$17.2K | 0.08% | 149 |
|
|
2020
Q4 | $87K | Buy |
+1,654
| New | +$87K | 0.07% | 154 |
|