Triad 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 | $327K | Buy |
9,159
+1,274
| +16% | +$45.5K | 0.07% | 202 |
|
2025
Q1 | $291K | Buy |
7,885
+432
| +6% | +$15.9K | 0.09% | 166 |
|
2024
Q4 | $280K | Buy |
+7,453
| New | +$280K | 0.1% | 145 |
|
2024
Q3 | – | Sell |
-4,733
| Closed | -$185K | – | 209 |
|
2024
Q2 | $185K | Buy |
+4,733
| New | +$185K | 0.1% | 99 |
|