Smith Salley Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-25,772
Closed -$951K 257
2025
Q1
$951K Sell
25,772
-358
-1% -$12.9K 0.06% 144
2024
Q4
$981K Sell
26,130
-193
-0.7% -$8.01K 0.06% 142
2024
Q3
$1.1M Buy
26,323
+337
+1% +$13.3K 0.07% 137
2024
Q2
$1.02M Buy
25,986
+119
+0.5% +$4.66K 0.07% 135
2024
Q1
$1.12M Sell
25,867
-13,174
-34% -$568K 0.09% 121
2023
Q4
$1.71M Sell
39,041
-229
-0.6% -$9.81K 0.11% 114
2023
Q3
$1.74M Sell
39,270
-3,278
-8% -$146K 0.13% 106
2023
Q2
$1.77M Buy
42,548
+791
+2% +$31.4K 0.13% 106
2023
Q1
$1.58M Buy
41,757
+5,110
+14% +$193K 0.13% 109
2022
Q4
$1.28M Sell
36,647
-7,442
-17% -$246K 0.11% 120
2022
Q3
$1.29M Buy
44,089
+430
+1% +$16.1K 0.12% 116
2022
Q2
$1.71M Buy
43,659
+1,825
+4% +$78.3K 0.15% 111
2022
Q1
$1.96M Buy
41,834
+1,709
+4% +$82.3K 0.15% 106
2021
Q4
$2.02M Buy
40,125
+269
+0.7% +$14K 0.14% 111
2021
Q3
$2.23M Buy
39,856
+1,167
+3% +$68K 0.18% 97
2021
Q2
$2.21M Buy
38,689
+31,824
+464% +$1.78M 0.18% 96
2021
Q1
$371K Buy
6,865
+7
+0.1% +$370 0.03% 193
2020
Q4
$359K Buy
6,858
+14
+0.2% +$671 0.04% 177
2020
Q3
$317K Sell
6,844
-107
-2% -$4.65K 0.04% 160
2020
Q2
$271K Sell
6,951
-324
-4% -$12.3K 0.04% 164
2020
Q1
$250K Sell
7,275
-720
-9% -$30.4K 0.04% 159
2019
Q4
$360K Buy
7,995
+31
+0.4% +$1.38K 0.05% 151
2019
Q3
$359K Buy
7,964
+559
+8% +$24.8K 0.05% 151
2019
Q2
$313K Sell
7,405
-823
-10% -$34.7K 0.05% 159
2019
Q1
$329K Buy
8,228
+723
+10% +$27.2K 0.05% 146
2018
Q4
$256K Buy
7,505
+20
+0.3% +$730 0.05% 150
2018
Q3
$265K Buy
7,485
+22
+0.3% +$779 0.04% 161
2018
Q2
$245K Sell
7,463
-695
-9% -$22.6K 0.04% 161
2018
Q1
$279K Sell
8,158
-631
-7% -$24.5K 0.05% 149
2017
Q4
$352K Buy
8,789
+1,223
+16% +$46K 0.06% 139
2017
Q3
$291K Sell
7,566
-295
-4% -$11.6K 0.06% 140
2017
Q2
$306K Sell
7,861
-67
-0.8% -$2.64K 0.06% 137
2017
Q1
$298K Buy
7,928
+262
+3% +$9.72K 0.06% 135
2016
Q4
$265K Hold
7,666
0.06% 131
2016
Q3
$254K Sell
7,666
-522
-6% -$17.4K 0.06% 133
2016
Q2
$267K Buy
8,188
+926
+13% +$28.8K 0.06% 133
2016
Q1
$222K Hold
7,262
0.06% 142
2015
Q4
$205K Buy
+7,262
New +$219K 0.05% 152

Other funds holding CMCSA

Smith Salley Wealth Management's CMCSA Position: Q2 2025 in Review

Smith Salley Wealth Management sold out of Comcast (CMCSA) in Q2 2025, closing a stake of 25,772 shares — an estimated $951K sold.

Smith Salley Wealth Management first reported a position in CMCSA in Q4 2015 and held it in 38 quarters. The position peaked at $2.23M in Q3 2021. 2,294 funds tracked by Wall St. Rank hold CMCSA as of Q2 2025.

  • Smith Salley Wealth Management reported no remaining Comcast position as of Q2 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 25,772 Comcast shares in Q2 2025, an estimated $951K.
  • Smith Salley Wealth Management first reported a position in Comcast in Q4 2015 and held it in 38 quarters.
  • Smith Salley Wealth Management's Comcast position peaked at $2.23M in Q3 2021.
  • 2,294 funds tracked by Wall St. Rank held Comcast as of Q2 2025.

Based on Smith Salley Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.