RPWA
Regent Peak Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $272K | Sell |
7,372
-645
| -8% | -$23.8K | 0.06% | 129 |
|
|
2024
Q4 | $301K | Sell |
8,017
-428
| -5% | -$16.1K | 0.07% | 124 |
|
|
2024
Q3 | $353K | Buy |
8,445
+257
| +3% | +$10.7K | 0.08% | 109 |
|
|
2024
Q2 | $321K | Buy |
8,188
+1,707
| +26% | +$66.8K | 0.07% | 117 |
|
|
2024
Q1 | $281K | Sell |
6,481
-19
| -0.3% | -$824 | 0.07% | 127 |
|
|
2023
Q4 | $285K | Buy |
6,500
+145
| +2% | +$6.36K | 0.08% | 115 |
|
|
2023
Q3 | $282K | Buy |
6,355
+193
| +3% | +$8.56K | 0.09% | 115 |
|
|
2023
Q2 | $256K | Buy |
6,162
+92
| +2% | +$3.82K | 0.07% | 120 |
|
|
2023
Q1 | $230K | Sell |
6,070
-851
| -12% | -$32.3K | 0.07% | 135 |
|
|
2022
Q4 | $242K | Buy |
+6,921
| New | +$242K | 0.08% | 134 |
|
|
2022
Q3 | – | Sell |
-6,701
| Closed | -$262K | – | 149 |
|
|
2022
Q2 | $262K | Sell |
6,701
-275
| -4% | -$10.8K | 0.09% | 125 |
|
|
2022
Q1 | $327K | Buy |
6,976
+403
| +6% | +$18.9K | 0.09% | 118 |
|
|
2021
Q4 | $331K | Sell |
6,573
-887
| -12% | -$44.7K | 0.09% | 119 |
|
|
2021
Q3 | $417K | Buy |
7,460
+202
| +3% | +$11.3K | 0.12% | 104 |
|
|
2021
Q2 | $427K | Buy |
7,258
+140
| +2% | +$8.24K | 0.12% | 102 |
|
|
2021
Q1 | $385K | Buy |
7,118
+135
| +2% | +$7.3K | 0.13% | 102 |
|
|
2020
Q4 | $366K | Buy |
+6,983
| New | +$366K | 0.12% | 96 |
|
|
2020
Q1 | – | Sell |
-5,668
| Closed | -$254K | – | 118 |
|
|
2019
Q4 | $254K | Buy |
+5,668
| New | +$254K | 0.12% | 111 |
|