TruWealth Advisors’s Comcast CMCSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-7,223
Closed -$227K 185
2025
Q3
$227K Buy
+7,223
New +$242K 0.01% 172
2021
Q4
Sell
-3,778
Closed -$211K 125
2021
Q3
$211K Buy
3,778
+46
+1% +$2.68K 0.02% 111
2021
Q2
$213K Buy
+3,732
New +$209K 0.03% 109

Other funds holding CMCSA

TruWealth Advisors's CMCSA Position: Q4 2025 in Review

TruWealth Advisors sold out of Comcast (CMCSA) in Q4 2025, closing a stake of 7,223 shares — an estimated $227K sold.

TruWealth Advisors first reported a position in CMCSA in Q2 2021 and held it in 3 quarters. The position peaked at $227K in Q3 2025. 2,105 funds tracked by Wall St. Rank hold CMCSA as of Q4 2025.

  • TruWealth Advisors reported no remaining Comcast position as of Q4 2025 after selling out during the quarter.
  • TruWealth Advisors sold 7,223 Comcast shares in Q4 2025, an estimated $227K.
  • TruWealth Advisors first reported a position in Comcast in Q2 2021 and held it in 3 quarters.
  • TruWealth Advisors's Comcast position peaked at $227K in Q3 2025.
  • 2,105 funds tracked by Wall St. Rank held Comcast as of Q4 2025.

Based on TruWealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.