SMA
Sage Mountain Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Sell |
21,276
-3,449
| -14% | -$123K | 0.05% | 179 |
|
|
2025
Q1 | $912K | Sell |
24,725
-1,156
| -4% | -$42.7K | 0.07% | 133 |
|
|
2024
Q4 | $971K | Sell |
25,881
-1,008
| -4% | -$37.8K | 0.07% | 121 |
|
|
2024
Q3 | $1.12M | Buy |
26,889
+4,177
| +18% | +$174K | 0.1% | 100 |
|
|
2024
Q2 | $889K | Buy |
22,712
+2,226
| +11% | +$87.2K | 0.08% | 105 |
|
|
2024
Q1 | $888K | Buy |
20,486
+1,089
| +6% | +$47.2K | 0.09% | 103 |
|
|
2023
Q4 | $851K | Sell |
19,397
-706
| -4% | -$31K | 0.1% | 93 |
|
|
2023
Q3 | $891K | Buy |
20,103
+1,351
| +7% | +$59.9K | 0.12% | 75 |
|
|
2023
Q2 | $779K | Buy |
18,752
+1,161
| +7% | +$48.2K | 0.11% | 86 |
|
|
2023
Q1 | $667K | Buy |
17,591
+9,139
| +108% | +$346K | 0.11% | 82 |
|
|
2022
Q4 | $296K | Buy |
8,452
+1,411
| +20% | +$49.3K | 0.07% | 109 |
|
|
2022
Q3 | $207K | Sell |
7,041
-3,935
| -36% | -$116K | 0.06% | 159 |
|
|
2022
Q2 | $431K | Sell |
10,976
-1,945
| -15% | -$76.4K | 0.08% | 249 |
|
|
2022
Q1 | $605K | Sell |
12,921
-859
| -6% | -$40.2K | 0.09% | 226 |
|
|
2021
Q4 | $694K | Buy |
13,780
+274
| +2% | +$13.8K | 0.08% | 228 |
|
|
2021
Q3 | $755K | Buy |
13,506
+1,247
| +10% | +$69.7K | 0.11% | 182 |
|
|
2021
Q2 | $699K | Buy |
12,259
+3,321
| +37% | +$189K | 0.12% | 186 |
|
|
2021
Q1 | $484K | Buy |
8,938
+2,722
| +44% | +$147K | 0.1% | 164 |
|
|
2020
Q4 | $326K | Buy |
+6,216
| New | +$326K | 0.11% | 124 |
|