SPWG
Sage Private Wealth Group’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $666K | Buy |
18,667
+3,907
| +26% | +$139K | 0.43% | 28 |
|
|
2025
Q1 | $545K | Buy |
14,760
+649
| +5% | +$23.9K | 0.41% | 26 |
|
|
2024
Q4 | $530K | Sell |
14,111
-478
| -3% | -$17.9K | 0.4% | 34 |
|
|
2024
Q3 | $609K | Sell |
14,589
-774
| -5% | -$32.3K | 0.48% | 23 |
|
|
2024
Q2 | $602K | Buy |
15,363
+8,774
| +133% | +$344K | 0.51% | 28 |
|
|
2024
Q1 | $286K | Sell |
6,589
-773
| -10% | -$33.5K | 0.23% | 63 |
|
|
2023
Q4 | $323K | Sell |
7,362
-1,388
| -16% | -$60.9K | 0.29% | 46 |
|
|
2023
Q3 | $388K | Buy |
8,750
+126
| +1% | +$5.59K | 0.53% | 23 |
|
|
2023
Q2 | $358K | Buy |
8,624
+8
| +0.1% | +$332 | 0.49% | 26 |
|
|
2023
Q1 | $327K | Buy |
8,616
+366
| +4% | +$13.9K | 0.38% | 29 |
|
|
2022
Q4 | $289K | Sell |
8,250
-150
| -2% | -$5.25K | 0.34% | 35 |
|
|
2022
Q3 | $246K | Sell |
8,400
-407
| -5% | -$11.9K | 0.32% | 40 |
|
|
2022
Q2 | $346K | Buy |
8,807
+1,431
| +19% | +$56.2K | 0.5% | 25 |
|
|
2022
Q1 | $345K | Buy |
7,376
+994
| +16% | +$46.5K | 0.34% | 32 |
|
|
2021
Q4 | $321K | Buy |
6,382
+427
| +7% | +$21.5K | 0.4% | 30 |
|
|
2021
Q3 | $333K | Buy |
5,955
+88
| +1% | +$4.92K | 0.46% | 23 |
|
|
2021
Q2 | $335K | Buy |
5,867
+49
| +0.8% | +$2.8K | 0.45% | 26 |
|
|
2021
Q1 | $315K | Sell |
5,818
-121
| -2% | -$6.55K | 0.54% | 24 |
|
|
2020
Q4 | $311K | Buy |
+5,939
| New | +$311K | 0.87% | 22 |
|