TWPM
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Total Wealth Planning & Management’s Comcast CMCSA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-39,712
Closed -$1.47M 197
2025
Q1
$1.47M Buy
39,712
+18,320
+86% +$676K 1.39% 11
2024
Q4
$803K Buy
+21,392
New +$803K 0.73% 30