SWA
SOA Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
3,778
-599
| -14% | -$21.4K | 0.03% | 246 |
|
|
2025
Q1 | $162K | Buy |
4,377
+6
| +0.1% | +$221 | 0.03% | 209 |
|
|
2024
Q4 | $164K | Sell |
4,371
-108
| -2% | -$4.05K | 0.03% | 203 |
|
|
2024
Q3 | $187K | Sell |
4,479
-17
| -0.4% | -$710 | 0.04% | 191 |
|
|
2024
Q2 | $176K | Sell |
4,496
-308
| -6% | -$12.1K | 0.04% | 193 |
|
|
2024
Q1 | $208K | Buy |
4,804
+5
| +0.1% | +$217 | 0.04% | 178 |
|
|
2023
Q4 | $210K | Buy |
4,799
+6
| +0.1% | +$263 | 0.05% | 167 |
|
|
2023
Q3 | $213K | Buy |
4,793
+4
| +0.1% | +$177 | 0.05% | 159 |
|
|
2023
Q2 | $199K | Sell |
4,789
-67
| -1% | -$2.78K | 0.05% | 161 |
|
|
2023
Q1 | $184K | Buy |
4,856
+6
| +0.1% | +$227 | 0.05% | 162 |
|
|
2022
Q4 | $170K | Buy |
4,850
+7
| +0.1% | +$245 | 0.05% | 164 |
|
|
2022
Q3 | $142K | Buy |
4,843
+6
| +0.1% | +$176 | 0.04% | 171 |
|
|
2022
Q2 | $189K | Sell |
4,837
-147
| -3% | -$5.74K | 0.06% | 149 |
|
|
2022
Q1 | $233K | Buy |
4,984
+43
| +0.9% | +$2.01K | 0.06% | 145 |
|
|
2021
Q4 | $249K | Buy |
4,941
+4
| +0.1% | +$202 | 0.06% | 140 |
|
|
2021
Q3 | $276K | Buy |
4,937
+3
| +0.1% | +$168 | 0.07% | 134 |
|
|
2021
Q2 | $281K | Buy |
4,934
+191
| +4% | +$10.9K | 0.07% | 130 |
|
|
2021
Q1 | $256K | Buy |
4,743
+263
| +6% | +$14.2K | 0.07% | 129 |
|
|
2020
Q4 | $236K | Buy |
+4,480
| New | +$236K | 0.06% | 129 |
|