SWA
Sutton Wealth Advisors’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $118K | Buy |
2,668
+256
| +11% | +$11.4K | 0.06% | 152 |
|
|
2023
Q2 | $100K | Sell |
2,412
-43
| -2% | -$1.79K | 0.05% | 171 |
|
|
2023
Q1 | $93.1K | Sell |
2,455
-9,299
| -79% | -$353K | 0.05% | 163 |
|
|
2022
Q4 | $411K | Buy |
11,754
+613
| +6% | +$21.4K | 0.16% | 102 |
|
|
2022
Q3 | $327K | Sell |
11,141
-78
| -0.7% | -$2.29K | 0.13% | 119 |
|
|
2022
Q2 | $440K | Sell |
11,219
-144
| -1% | -$5.65K | 0.17% | 89 |
|
|
2022
Q1 | $532K | Buy |
11,363
+76
| +0.7% | +$3.56K | 0.18% | 84 |
|
|
2021
Q4 | $568K | Buy |
11,287
+39
| +0.3% | +$1.96K | 0.19% | 84 |
|
|
2021
Q3 | $629K | Buy |
11,248
+34
| +0.3% | +$1.9K | 0.23% | 75 |
|
|
2021
Q2 | $639K | Hold |
11,214
| – | – | 0.23% | 75 |
|
|
2021
Q1 | $607K | Buy |
11,214
+36
| +0.3% | +$1.95K | 0.24% | 71 |
|
|
2020
Q4 | $586K | Buy |
11,178
+122
| +1% | +$6.39K | 0.25% | 71 |
|
|
2020
Q3 | $511K | Sell |
11,056
-21
| -0.2% | -$971 | 0.25% | 72 |
|
|
2020
Q2 | $432K | Sell |
11,077
-46
| -0.4% | -$1.79K | 0.23% | 74 |
|
|
2020
Q1 | $382K | Buy |
11,123
+81
| +0.7% | +$2.79K | 0.24% | 71 |
|
|
2019
Q4 | $497K | Hold |
11,042
| – | – | 0.25% | 68 |
|
|
2019
Q3 | $498K | Hold |
11,042
| – | – | 0.28% | 57 |
|
|
2019
Q2 | $467K | Buy |
11,042
+100
| +0.9% | +$4.23K | 0.27% | 64 |
|
|
2019
Q1 | $437K | Buy |
10,942
+67
| +0.6% | +$2.68K | 0.26% | 65 |
|
|
2018
Q4 | $370K | Buy |
10,875
+339
| +3% | +$11.5K | 0.24% | 72 |
|
|
2018
Q3 | $373K | Hold |
10,536
| – | – | 0.24% | 70 |
|
|
2018
Q2 | $346K | Hold |
10,536
| – | – | 0.24% | 68 |
|
|
2018
Q1 | $360K | Hold |
10,536
| – | – | 0.26% | 64 |
|
|
2017
Q4 | $422K | Hold |
10,536
| – | – | 0.31% | 60 |
|
|
2017
Q3 | $405K | Hold |
10,536
| – | – | 0.31% | 60 |
|
|
2017
Q2 | $410K | Hold |
10,536
| – | – | 0.32% | 55 |
|
|
2017
Q1 | $396K | Buy |
10,536
+5,268
| +100% | +$198K | 0.33% | 54 |
|
|
2016
Q4 | $364K | Buy |
5,268
+108
| +2% | +$7.46K | 0.33% | 55 |
|
|
2016
Q3 | $342K | Hold |
5,160
| – | – | 0.31% | 56 |
|
|
2016
Q2 | $336K | Hold |
5,160
| – | – | 0.32% | 56 |
|
|
2016
Q1 | $315K | Buy |
+5,160
| New | +$315K | 0.3% | 60 |
|