SWA
SFMG Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,636
| Closed | -$282K | – | 286 |
|
|
2025
Q1 | $282K | Sell |
7,636
-13
| -0.2% | -$480 | 0.02% | 208 |
|
|
2024
Q4 | $287K | Sell |
7,649
-17
| -0.2% | -$638 | 0.02% | 204 |
|
|
2024
Q3 | $320K | Sell |
7,666
-95,844
| -93% | -$4M | 0.03% | 195 |
|
|
2024
Q2 | $4.05M | Sell |
103,510
-204
| -0.2% | -$7.99K | 0.35% | 39 |
|
|
2024
Q1 | $4.5M | Buy |
103,714
+2,692
| +3% | +$117K | 0.39% | 38 |
|
|
2023
Q4 | $4.43M | Buy |
101,022
+2,581
| +3% | +$113K | 0.41% | 33 |
|
|
2023
Q3 | $4.36M | Buy |
98,441
+3,880
| +4% | +$172K | 0.45% | 31 |
|
|
2023
Q2 | $3.93M | Buy |
94,561
+1,958
| +2% | +$81.4K | 0.4% | 32 |
|
|
2023
Q1 | $3.51M | Buy |
92,603
+7,115
| +8% | +$270K | 0.38% | 35 |
|
|
2022
Q4 | $2.99M | Sell |
85,488
-10,534
| -11% | -$368K | 0.33% | 44 |
|
|
2022
Q3 | $2.76M | Buy |
96,022
+6,439
| +7% | +$185K | 0.32% | 42 |
|
|
2022
Q2 | $3.52M | Buy |
89,583
+6,315
| +8% | +$248K | 0.41% | 34 |
|
|
2022
Q1 | $3.9M | Buy |
83,268
+8,633
| +12% | +$404K | 0.39% | 40 |
|
|
2021
Q4 | $3.76M | Buy |
74,635
+7,559
| +11% | +$380K | 0.37% | 40 |
|
|
2021
Q3 | $3.75M | Buy |
67,076
+7,368
| +12% | +$412K | 0.42% | 33 |
|
|
2021
Q2 | $3.41M | Buy |
59,708
+2,565
| +4% | +$146K | 0.38% | 35 |
|
|
2021
Q1 | $3.09M | Buy |
57,143
+4,138
| +8% | +$224K | 0.36% | 36 |
|
|
2020
Q4 | $2.78M | Buy |
53,005
+24,256
| +84% | +$1.27M | 0.35% | 40 |
|
|
2020
Q3 | $1.33M | Buy |
28,749
+794
| +3% | +$36.7K | 0.18% | 53 |
|
|
2020
Q2 | $1.09M | Buy |
27,955
+18,888
| +208% | +$736K | 0.16% | 54 |
|
|
2020
Q1 | $312K | Buy |
9,067
+3,222
| +55% | +$111K | 0.05% | 94 |
|
|
2019
Q4 | $263K | Buy |
5,845
+163
| +3% | +$7.33K | 0.03% | 139 |
|
|
2019
Q3 | $256K | Buy |
+5,682
| New | +$256K | 0.03% | 126 |
|