RSWM
Robertson Stephens Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
37,854
-373
| -1% | -$13.3K | 0.04% | 229 |
|
|
2025
Q1 | $1.41M | Sell |
38,227
-2,771
| -7% | -$102K | 0.05% | 222 |
|
|
2024
Q4 | $1.54M | Sell |
40,998
-1,564
| -4% | -$58.7K | 0.05% | 219 |
|
|
2024
Q3 | $1.78M | Sell |
42,562
-17,740
| -29% | -$741K | 0.06% | 208 |
|
|
2024
Q2 | $2.36M | Sell |
60,302
-183
| -0.3% | -$7.17K | 0.12% | 136 |
|
|
2024
Q1 | $2.62M | Buy |
60,485
+1,414
| +2% | +$61.3K | 0.14% | 126 |
|
|
2023
Q4 | $2.59M | Sell |
59,071
-12,511
| -17% | -$549K | 0.16% | 118 |
|
|
2023
Q3 | $3.17M | Sell |
71,582
-3,828
| -5% | -$170K | 0.21% | 100 |
|
|
2023
Q2 | $3.13M | Sell |
75,410
-8,288
| -10% | -$344K | 0.22% | 100 |
|
|
2023
Q1 | $3.17M | Sell |
83,698
-179
| -0.2% | -$6.79K | 0.24% | 88 |
|
|
2022
Q4 | $2.93M | Sell |
83,877
-2,439
| -3% | -$85.3K | 0.29% | 82 |
|
|
2022
Q3 | $2.53M | Sell |
86,316
-4,286
| -5% | -$126K | 0.26% | 76 |
|
|
2022
Q2 | $3.56M | Sell |
90,602
-1,651
| -2% | -$64.8K | 0.34% | 60 |
|
|
2022
Q1 | $4.32M | Buy |
92,253
+3,969
| +4% | +$186K | 0.36% | 58 |
|
|
2021
Q4 | $4.44M | Buy |
88,284
+78,424
| +795% | +$3.95M | 0.37% | 59 |
|
|
2021
Q3 | $551K | Sell |
9,860
-1,064
| -10% | -$59.5K | 0.06% | 195 |
|
|
2021
Q2 | $622K | Buy |
10,924
+1,158
| +12% | +$65.9K | 0.07% | 187 |
|
|
2021
Q1 | $528K | Buy |
+9,766
| New | +$528K | 0.08% | 173 |
|