Sweet Financial Partners’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$2.02M Buy
48,374
+5,077
+12% +$212K 0.44% 53
2024
Q2
$1.7M Buy
43,297
+3,818
+10% +$150K 0.39% 55
2024
Q1
$1.71M Buy
+39,479
New +$1.71M 0.4% 56
2022
Q3
Sell
-12,600
Closed -$494K 166
2022
Q2
$494K Buy
12,600
+3,476
+38% +$136K 0.15% 88
2022
Q1
$427K Buy
+9,124
New +$427K 0.11% 107