SWM
Sendero Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
55,613
+1,158
| +2% | +$41.3K | 0.25% | 65 |
|
|
2025
Q1 | $2.01M | Buy |
54,455
+12,198
| +29% | +$450K | 0.28% | 59 |
|
|
2024
Q4 | $1.59M | Buy |
42,257
+13,962
| +49% | +$524K | 0.24% | 67 |
|
|
2024
Q3 | $1.18M | Buy |
28,295
+405
| +1% | +$16.9K | 0.19% | 71 |
|
|
2024
Q2 | $1.09M | Sell |
27,890
-826
| -3% | -$32.3K | 0.18% | 73 |
|
|
2024
Q1 | $1.24M | Sell |
28,716
-3,806
| -12% | -$165K | 0.21% | 70 |
|
|
2023
Q4 | $1.43M | Buy |
32,522
+1,492
| +5% | +$65.4K | 0.27% | 65 |
|
|
2023
Q3 | $1.38M | Sell |
31,030
-2,659
| -8% | -$118K | 0.3% | 62 |
|
|
2023
Q2 | $1.4M | Buy |
33,689
+1,828
| +6% | +$76K | 0.31% | 63 |
|
|
2023
Q1 | $1.21M | Sell |
31,861
-2,419
| -7% | -$91.7K | 0.37% | 57 |
|
|
2022
Q4 | $1.2M | Buy |
34,280
+3,909
| +13% | +$137K | 0.43% | 48 |
|
|
2022
Q3 | $890K | Sell |
30,371
-1,923
| -6% | -$56.4K | 0.37% | 45 |
|
|
2022
Q2 | $1.27M | Buy |
32,294
+6,396
| +25% | +$251K | 1.21% | 22 |
|
|
2022
Q1 | $1.21M | Sell |
25,898
-5,907
| -19% | -$276K | 0.56% | 24 |
|
|
2021
Q4 | $1.6M | Buy |
+31,805
| New | +$1.6M | 0.71% | 23 |
|