Root Financial Partners’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
10,095
-138
-1% -$4.93K 0.03% 162
2025
Q1
$378K Buy
10,233
+2,480
+32% +$91.5K 0.04% 134
2024
Q4
$291K Buy
7,753
+2,277
+42% +$85.5K 0.04% 160
2024
Q3
$229K Buy
+5,476
New +$229K 0.04% 139