SDWMA
Schneider Downs Wealth Management Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,256
| Closed | -$220K | – | 139 |
|
|
2024
Q3 | $220K | Sell |
5,256
-28
| -0.5% | -$1.17K | 0.04% | 129 |
|
|
2024
Q2 | $207K | Sell |
5,284
-493
| -9% | -$19.3K | 0.05% | 126 |
|
|
2024
Q1 | $250K | Buy |
5,777
+381
| +7% | +$16.5K | 0.06% | 117 |
|
|
2023
Q4 | $237K | Sell |
5,396
-276
| -5% | -$12.1K | 0.06% | 104 |
|
|
2023
Q3 | $251K | Buy |
5,672
+259
| +5% | +$11.5K | 0.06% | 93 |
|
|
2023
Q2 | $225K | Hold |
5,413
| – | – | 0.05% | 103 |
|
|
2023
Q1 | $205K | Buy |
+5,413
| New | +$205K | 0.04% | 108 |
|
|
2022
Q3 | – | Sell |
-5,863
| Closed | -$230K | – | 135 |
|
|
2022
Q2 | $230K | Buy |
5,863
+82
| +1% | +$3.22K | 0.06% | 123 |
|
|
2022
Q1 | $271K | Hold |
5,781
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $291K | Sell |
5,781
-129
| -2% | -$6.49K | 0.07% | 118 |
|
|
2021
Q3 | $331K | Sell |
5,910
-20
| -0.3% | -$1.12K | 0.09% | 98 |
|
|
2021
Q2 | $338K | Buy |
5,930
+94
| +2% | +$5.36K | 0.09% | 91 |
|
|
2021
Q1 | $316K | Buy |
5,836
+1,056
| +22% | +$57.2K | 0.08% | 93 |
|
|
2020
Q4 | $250K | Sell |
4,780
-1,686
| -26% | -$88.2K | 0.07% | 80 |
|
|
2020
Q3 | $299K | Buy |
6,466
+18
| +0.3% | +$832 | 0.1% | 68 |
|
|
2020
Q2 | $251K | Hold |
6,448
| – | – | 0.09% | 77 |
|
|
2020
Q1 | $222K | Buy |
6,448
+1,727
| +37% | +$59.5K | 0.08% | 81 |
|
|
2019
Q4 | $212K | Hold |
4,721
| – | – | 0.06% | 65 |
|
|
2019
Q3 | $213K | Buy |
+4,721
| New | +$213K | 0.07% | 60 |
|