Shum Financial Group’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$248K Sell
6,731
-242
-3% -$8.93K 0.21% 84
2024
Q4
$262K Sell
6,973
-2,229
-24% -$83.7K 0.23% 82
2024
Q3
$392K Buy
+9,202
New +$392K 0.33% 69