SVWAG

Sound View Wealth Advisors Group’s Comcast CMCSA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Sell	40,751 -3,539	-8%	-$126K	0.11%	153
2025 Q1	$1.63M	Sell	44,290 -3,870	-8%	-$143K	0.13%	137
2024 Q4	$1.81M	Sell	48,160 -27,584	-36%	-$1.04M	0.15%	125
2024 Q3	$3.16M	Buy	75,744 +10,601	+16%	+$443K	0.26%	86
2024 Q2	$2.55M	Buy	65,143 +4,122	+7%	+$161K	0.26%	84
2024 Q1	$2.65M	Buy	61,021 +2,958	+5%	+$128K	0.28%	86
2023 Q4	$2.55M	Sell	58,063 -1,677	-3%	-$73.5K	0.28%	86
2023 Q3	$2.65M	Buy	59,740 +2,316	+4%	+$103K	0.33%	69
2023 Q2	$2.39M	Buy	57,424 +304	+0.5%	+$12.6K	0.31%	76
2023 Q1	$2.17M	Sell	57,120 -943	-2%	-$35.7K	0.3%	82
2022 Q4	$2.55M	Buy	58,063 +16,059	+38%	+$704K	0.28%	86
2022 Q3	$1.23M	Sell	42,004 -341	-0.8%	-$10K	0.28%	93
2022 Q2	$1.66M	Buy	42,345 +1,677	+4%	+$65.8K	0.35%	75
2022 Q1	$1.9M	Buy	40,668 +1,531	+4%	+$71.7K	0.36%	67
2021 Q4	$1.97M	Buy	39,137 +1,774	+5%	+$89.3K	0.37%	66
2021 Q3	$2.09M	Buy	37,363 +838	+2%	+$46.9K	0.44%	55
2021 Q2	$2.08M	Buy	36,525 +567	+2%	+$32.3K	0.44%	60
2021 Q1	$1.95M	Buy	35,958 +6,464	+22%	+$350K	0.45%	60
2020 Q4	$1.55M	Sell	29,494 -477	-2%	-$25K	0.38%	73
2020 Q3	$1.39M	Buy	29,971 +491	+2%	+$22.7K	0.37%	75
2020 Q2	$1.15M	Sell	29,480 -163	-0.5%	-$6.35K	0.32%	87
2020 Q1	$1.02M	Sell	29,643 -962	-3%	-$33.1K	0.35%	81
2019 Q4	$1.38M	Sell	30,605 -1,270	-4%	-$57.1K	0.39%	78
2019 Q3	$1.44M	Buy	31,875 +314	+1%	+$14.2K	0.43%	74
2019 Q2	$1.33M	Buy	+31,561	New	+$1.33M	0.39%	76