Smallwood Wealth Investment Management’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $315K | Sell |
8,529
-369
| -4% | -$13.6K | 0.2% | 60 |
|
|
2024
Q4 | $334K | Sell |
8,898
-65
| -0.7% | -$2.44K | 0.23% | 58 |
|
|
2024
Q3 | $374K | Sell |
8,963
-524
| -6% | -$21.9K | 0.27% | 53 |
|
|
2024
Q2 | $372K | Buy |
9,487
+225
| +2% | +$8.81K | 0.29% | 50 |
|
|
2024
Q1 | $402K | Buy |
9,262
+750
| +9% | +$32.5K | 0.31% | 47 |
|
|
2023
Q4 | $373K | Hold |
8,512
| – | – | 0.31% | 44 |
|
|
2023
Q3 | $377K | Sell |
8,512
-150
| -2% | -$6.65K | 0.34% | 43 |
|
|
2023
Q2 | $360K | Buy |
8,662
+1
| +0% | +$42 | 0.32% | 43 |
|
|
2023
Q1 | $328K | Sell |
8,661
-2,842
| -25% | -$108K | 0.31% | 47 |
|
|
2022
Q4 | $402K | Sell |
11,503
-214
| -2% | -$7.48K | 0.34% | 50 |
|
|
2022
Q3 | $344K | Buy |
11,717
+106
| +0.9% | +$3.11K | 0.31% | 53 |
|
|
2022
Q2 | $456K | Buy |
11,611
+2,792
| +32% | +$110K | 0.46% | 40 |
|
|
2022
Q1 | $413K | Buy |
8,819
+108
| +1% | +$5.06K | 0.39% | 38 |
|
|
2021
Q4 | $438K | Buy |
+8,711
| New | +$438K | 0.41% | 38 |
|