Sugarloaf 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
Q4
$167K Buy
4,447
+3
+0.1% +$113 0.03% 190
2024
Q3
$186K Buy
4,444
+375
+9% +$15.7K 0.04% 177
2024
Q2
$159K Buy
4,069
+11
+0.3% +$431 0.03% 183
2024
Q1
$176K Buy
4,058
+14
+0.3% +$607 0.04% 165
2023
Q4
$177K Buy
4,044
+14
+0.3% +$614 0.04% 157
2023
Q3
$179K Buy
4,030
+14
+0.3% +$621 0.05% 140
2023
Q2
$167K Buy
4,016
+17
+0.4% +$706 0.04% 160
2023
Q1
$152K Buy
3,999
+13
+0.3% +$493 0.04% 158
2022
Q4
$139K Sell
3,986
-2,861
-42% -$100K 0.04% 160
2022
Q3
$201K Buy
6,847
+1,133
+20% +$33.3K 0.05% 120
2022
Q2
$224K Buy
5,714
+82
+1% +$3.22K 0.06% 109
2022
Q1
$264K Sell
5,632
-238
-4% -$11.2K 0.06% 101
2021
Q4
$295K Buy
5,870
+19
+0.3% +$955 0.07% 104
2021
Q3
$327K Sell
5,851
-779
-12% -$43.5K 0.09% 94
2021
Q2
$378K Buy
6,630
+680
+11% +$38.8K 0.1% 83
2021
Q1
$322 Buy
5,950
+10
+0.2% +$1 0.1% 91
2020
Q4
$311K Sell
5,940
-10
-0.2% -$524 0.1% 86
2020
Q3
$275K Sell
5,950
-445
-7% -$20.6K 0.1% 85
2020
Q2
$249K Buy
6,395
+26
+0.4% +$1.01K 0.1% 91
2020
Q1
$219K Buy
6,369
+1,843
+41% +$63.4K 0.1% 97
2019
Q4
$204K Buy
+4,526
New +$204K 0.09% 116