Planned Solutions’s Comcast CMCSA Stock Holding History

Planned Solutions’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-473	Closed	-$19.8K	–	205
2024 Q3	$19.8K	Buy	+473	New	+$18.7K	0.01%	390
2024 Q1	–	Sell	-459	Closed	-$20.1K	–	175
2023 Q4	$20.1K	Buy	+459	New	+$19.7K	0.01%	371
2021 Q1	–	Sell	-1,993	Closed	-$104K	–	124
2020 Q4	$104K	Buy	1,993 +1,300	+188%	+$62.3K	0.08%	95
2020 Q3	$32K	Buy	+693	New	+$30.1K	0.03%	188

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planned Solutions's CMCSA Position: Q4 2024 in Review

Planned Solutions sold out of Comcast (CMCSA) in Q4 2024, closing a stake of 473 shares — an estimated $19.8K sold.

Planned Solutions first reported a position in CMCSA in Q3 2020 and held it in 4 quarters. The position peaked at $104K in Q4 2020. 2,453 funds tracked by Wall St. Rank hold CMCSA as of Q4 2024.

Planned Solutions reported no remaining Comcast position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 473 Comcast shares in Q4 2024, an estimated $19.8K.
Planned Solutions first reported a position in Comcast in Q3 2020 and held it in 4 quarters.
Planned Solutions's Comcast position peaked at $104K in Q4 2020.
2,453 funds tracked by Wall St. Rank held Comcast as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.