Soundmark Wealth Management’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,521
Closed -$239K 10
2024
Q1
$239K Sell
5,521
-524
-9% -$22.7K 0.11% 62
2023
Q4
$265K Hold
6,045
0.13% 55
2023
Q3
$268K Buy
+6,045
New +$268K 0.15% 53