RWP
Ridgecrest Wealth Partners’s Comcast CMCSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-8,498
| Closed | -$314K | – | 113 |
|
2025
Q1 | $314K | Buy |
8,498
+12
| +0.1% | +$443 | 0.16% | 78 |
|
2024
Q4 | $318K | Buy |
8,486
+268
| +3% | +$10.1K | 0.17% | 74 |
|
2024
Q3 | $343K | Hold |
8,218
| – | – | 0.18% | 79 |
|
2024
Q2 | $322K | Buy |
8,218
+1,552
| +23% | +$60.8K | 0.19% | 78 |
|
2024
Q1 | $289K | Hold |
6,666
| – | – | 0.17% | 83 |
|
2023
Q4 | $292K | Hold |
6,666
| – | – | 0.19% | 76 |
|
2023
Q3 | $296K | Hold |
6,666
| – | – | 0.21% | 74 |
|
2023
Q2 | $277K | Hold |
6,666
| – | – | 0.18% | 79 |
|
2023
Q1 | $253K | Hold |
6,666
| – | – | 0.18% | 82 |
|
2022
Q4 | $233K | Buy |
+6,666
| New | +$233K | 0.18% | 82 |
|
2022
Q3 | – | Sell |
-6,666
| Closed | -$262K | – | 101 |
|
2022
Q2 | $262K | Hold |
6,666
| – | – | 0.19% | 83 |
|
2022
Q1 | $312K | Sell |
6,666
-800
| -11% | -$37.4K | 0.2% | 87 |
|
2021
Q4 | $376K | Buy |
7,466
+726
| +11% | +$36.6K | 0.18% | 91 |
|
2021
Q3 | $377K | Hold |
6,740
| – | – | 0.21% | 82 |
|
2021
Q2 | $384K | Buy |
6,740
+606
| +10% | +$34.5K | 0.24% | 73 |
|
2021
Q1 | $332K | Buy |
+6,134
| New | +$332K | 0.32% | 64 |
|