SWM
Segment Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,080
| Closed | -$378K | – | 219 |
|
|
2022
Q1 | $378K | Sell |
8,080
-1,731
| -18% | -$81K | 0.04% | 190 |
|
|
2021
Q4 | $494K | Buy |
+9,811
| New | +$494K | 0.05% | 164 |
|
|
2020
Q1 | – | Sell |
-12,645
| Closed | -$569K | – | 193 |
|
|
2019
Q4 | $569K | Buy |
+12,645
| New | +$569K | 0.1% | 134 |
|
|
2018
Q4 | – | Sell |
-6,235
| Closed | -$221K | – | 188 |
|
|
2018
Q3 | $221K | Buy |
+6,235
| New | +$221K | 0.05% | 202 |
|
|
2017
Q4 | – | Sell |
-77,379
| Closed | -$2.98M | – | 203 |
|
|
2017
Q3 | $2.98M | Buy |
77,379
+70,478
| +1,021% | +$2.71M | 0.79% | 53 |
|
|
2017
Q2 | $269K | Buy |
+6,901
| New | +$269K | 0.07% | 165 |
|