Strategic Wealth Partners’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24.8K | Buy |
+695
| New | +$24.8K | ﹤0.01% | 612 |
|
2023
Q1 | – | Sell |
-6,445
| Closed | -$225K | – | 262 |
|
2022
Q4 | $225K | Sell |
6,445
-35,596
| -85% | -$1.24M | 0.04% | 238 |
|
2022
Q3 | $1.23M | Buy |
42,041
+1,207
| +3% | +$35.4K | 0.26% | 113 |
|
2022
Q2 | $1.6M | Buy |
40,834
+2,238
| +6% | +$87.8K | 0.35% | 92 |
|
2022
Q1 | $1.81M | Buy |
38,596
+4,868
| +14% | +$228K | 0.35% | 95 |
|
2021
Q4 | $1.7M | Buy |
33,728
+4,359
| +15% | +$219K | 0.32% | 102 |
|
2021
Q3 | $1.64M | Buy |
29,369
+7,654
| +35% | +$428K | 0.48% | 53 |
|
2021
Q2 | $1.24M | Sell |
21,715
-765
| -3% | -$43.6K | 0.4% | 67 |
|
2021
Q1 | $1.22M | Sell |
22,480
-701
| -3% | -$37.9K | 0.49% | 56 |
|
2020
Q4 | $1.22M | Sell |
23,181
-755
| -3% | -$39.6K | 0.51% | 60 |
|
2020
Q3 | $1.11M | Sell |
23,936
-5,573
| -19% | -$258K | 0.56% | 53 |
|
2020
Q2 | $1.15M | Buy |
29,509
+22,544
| +324% | +$879K | 0.59% | 50 |
|
2020
Q1 | $313K | Hold |
6,965
| – | – | 0.16% | 106 |
|
2019
Q4 | $313K | Buy |
6,965
+6,344
| +1,022% | +$285K | 0.16% | 106 |
|
2019
Q3 | $12.6K | Buy |
621
+38
| +7% | +$772 | 0.06% | 132 |
|
2019
Q2 | $23K | Buy |
583
+79
| +16% | +$3.12K | 0.01% | 312 |
|
2019
Q1 | $20K | Buy |
504
+200
| +66% | +$7.94K | 0.01% | 361 |
|
2018
Q4 | $11K | Buy |
304
+116
| +62% | +$4.2K | 0.01% | 433 |
|
2018
Q3 | $7K | Sell |
188
-92
| -33% | -$3.43K | ﹤0.01% | 528 |
|
2018
Q2 | $9K | Hold |
280
| – | – | 0.01% | 582 |
|
2018
Q1 | $10K | Buy |
280
+92
| +49% | +$3.29K | 0.01% | 532 |
|
2017
Q4 | $7K | Buy |
+188
| New | +$7K | ﹤0.01% | 565 |
|