SIA
Schechter Investment Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.48M | Sell |
39,979
-6,366
| -14% | -$235K | 0.12% | 167 |
|
|
2024
Q4 | $1.74M | Sell |
46,345
-3,717
| -7% | -$140K | 0.13% | 145 |
|
|
2024
Q3 | $2.09M | Buy |
50,062
+1,483
| +3% | +$61.9K | 0.15% | 125 |
|
|
2024
Q2 | $1.9M | Sell |
48,579
-534
| -1% | -$20.9K | 0.14% | 127 |
|
|
2024
Q1 | $2.13M | Sell |
49,113
-939
| -2% | -$40.7K | 0.16% | 115 |
|
|
2023
Q4 | $2.19M | Buy |
50,052
+59
| +0.1% | +$2.59K | 0.19% | 102 |
|
|
2023
Q3 | $2.22M | Buy |
49,993
+779
| +2% | +$34.5K | 0.21% | 88 |
|
|
2023
Q2 | $2.04M | Buy |
49,214
+505
| +1% | +$21K | 0.18% | 106 |
|
|
2023
Q1 | $1.85M | Buy |
48,709
+2,147
| +5% | +$81.4K | 0.17% | 119 |
|
|
2022
Q4 | $1.63M | Buy |
46,562
+16,539
| +55% | +$578K | 0.15% | 156 |
|
|
2022
Q3 | $882K | Sell |
30,023
-11,094
| -27% | -$326K | 0.09% | 326 |
|
|
2022
Q2 | $1.61M | Sell |
41,117
-13,045
| -24% | -$512K | 0.16% | 132 |
|
|
2022
Q1 | $2.54M | Buy |
54,162
+7,389
| +16% | +$346K | 0.24% | 69 |
|
|
2021
Q4 | $2.35M | Buy |
+46,773
| New | +$2.35M | 0.21% | 89 |
|