Plante Moran Financial Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $167K | Buy |
4,667
+360
| +8% | +$12.8K | 0.01% | 180 |
|
2025
Q1 | $159K | Sell |
4,307
-627
| -13% | -$23.1K | 0.01% | 193 |
|
2024
Q4 | $185K | Buy |
4,934
+231
| +5% | +$8.67K | 0.02% | 182 |
|
2024
Q3 | $196K | Buy |
4,703
+528
| +13% | +$22.1K | 0.02% | 182 |
|
2024
Q2 | $163K | Buy |
4,175
+1,604
| +62% | +$62.8K | 0.02% | 189 |
|
2024
Q1 | $111K | Sell |
2,571
-1,243
| -33% | -$53.9K | 0.01% | 232 |
|
2023
Q4 | $167K | Buy |
3,814
+445
| +13% | +$19.5K | 0.02% | 190 |
|
2023
Q3 | $149K | Buy |
3,369
+558
| +20% | +$24.7K | 0.02% | 181 |
|
2023
Q2 | $117K | Sell |
2,811
-930
| -25% | -$38.6K | 0.01% | 218 |
|
2023
Q1 | $142K | Sell |
3,741
-5,553
| -60% | -$211K | 0.02% | 185 |
|
2022
Q4 | $325K | Buy |
9,294
+533
| +6% | +$18.6K | 0.05% | 109 |
|
2022
Q3 | $257K | Sell |
8,761
-835
| -9% | -$24.5K | 0.04% | 123 |
|
2022
Q2 | $377K | Buy |
9,596
+180
| +2% | +$7.07K | 0.06% | 95 |
|
2022
Q1 | $441K | Sell |
9,416
-1,018
| -10% | -$47.7K | 0.08% | 93 |
|
2021
Q4 | $525K | Buy |
10,434
+206
| +2% | +$10.4K | 0.09% | 84 |
|
2021
Q3 | $572K | Buy |
10,228
+19
| +0.2% | +$1.06K | 0.13% | 81 |
|
2021
Q2 | $582K | Sell |
10,209
-602
| -6% | -$34.3K | 0.14% | 74 |
|
2021
Q1 | $585K | Buy |
10,811
+826
| +8% | +$44.7K | 0.16% | 71 |
|
2020
Q4 | $523K | Sell |
9,985
-7,441
| -43% | -$390K | 0.16% | 77 |
|
2020
Q3 | $806K | Buy |
17,426
+3,794
| +28% | +$175K | 0.28% | 49 |
|
2020
Q2 | $531K | Sell |
13,632
-1,121
| -8% | -$43.7K | 0.21% | 65 |
|
2020
Q1 | $507K | Sell |
14,753
-602
| -4% | -$20.7K | 0.23% | 64 |
|
2019
Q4 | $691K | Buy |
15,355
+13
| +0.1% | +$585 | 0.24% | 59 |
|
2019
Q3 | $692K | Sell |
15,342
-108
| -0.7% | -$4.87K | 0.2% | 67 |
|
2019
Q2 | $653K | Buy |
15,450
+974
| +7% | +$41.2K | 0.2% | 65 |
|
2019
Q1 | $579K | Buy |
14,476
+469
| +3% | +$18.8K | 0.18% | 67 |
|
2018
Q4 | $477K | Sell |
14,007
-331
| -2% | -$11.3K | 0.17% | 79 |
|
2018
Q3 | $508K | Buy |
14,338
+85
| +0.6% | +$3.01K | 0.17% | 74 |
|
2018
Q2 | $468K | Sell |
14,253
-1,388
| -9% | -$45.6K | 0.24% | 76 |
|
2018
Q1 | $534K | Buy |
15,641
+363
| +2% | +$12.4K | 0.29% | 66 |
|
2017
Q4 | $612K | Buy |
15,278
+145
| +1% | +$5.81K | 0.34% | 57 |
|
2017
Q3 | $582K | Sell |
15,133
-70
| -0.5% | -$2.69K | 0.35% | 61 |
|
2017
Q2 | $592K | Sell |
15,203
-87
| -0.6% | -$3.39K | 0.37% | 60 |
|
2017
Q1 | $575K | Sell |
15,290
-4,996
| -25% | -$188K | 0.35% | 64 |
|
2016
Q4 | $700K | Buy |
20,286
+2,178
| +12% | +$75.2K | 0.44% | 46 |
|
2016
Q3 | $601K | Sell |
18,108
-848
| -4% | -$28.1K | 0.41% | 52 |
|
2016
Q2 | $618K | Buy |
18,956
+132
| +0.7% | +$4.3K | 0.45% | 44 |
|
2016
Q1 | $575K | Sell |
18,824
-2,710
| -13% | -$82.8K | 0.44% | 52 |
|
2015
Q4 | $608K | Buy |
21,534
+9,914
| +85% | +$280K | 0.46% | 49 |
|
2015
Q3 | $330K | Buy |
11,620
+2,088
| +22% | +$59.3K | 0.26% | 75 |
|
2015
Q2 | $287K | Buy |
9,532
+850
| +10% | +$25.6K | 0.21% | 85 |
|
2015
Q1 | $245K | Hold |
8,682
| – | – | 0.17% | 99 |
|
2014
Q4 | $252K | Buy |
8,682
+2,842
| +49% | +$82.5K | 0.19% | 90 |
|
2014
Q3 | $157K | Buy |
5,840
+1,992
| +52% | +$53.6K | 0.14% | 116 |
|
2014
Q2 | $103K | Buy |
3,848
+1,532
| +66% | +$41K | 0.09% | 147 |
|
2014
Q1 | $58K | Sell |
2,316
-792
| -25% | -$19.8K | 0.06% | 157 |
|
2013
Q4 | $81K | Buy |
3,108
+448
| +17% | +$11.7K | 0.05% | 169 |
|
2013
Q3 | $60K | Buy |
2,660
+1,258
| +90% | +$28.4K | 0.04% | 175 |
|
2013
Q2 | $29K | Buy |
+1,402
| New | +$29K | 0.02% | 213 |
|