UWPG
Ullmann Wealth Partners Group’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
8,162
+494
| +6% | +$17.6K | 0.03% | 120 |
|
|
2025
Q1 | $283K | Sell |
7,668
-395
| -5% | -$14.6K | 0.04% | 117 |
|
|
2024
Q4 | $303K | Sell |
8,063
-253
| -3% | -$9.5K | 0.04% | 112 |
|
|
2024
Q3 | $347K | Buy |
+8,316
| New | +$347K | 0.04% | 105 |
|
|
2017
Q3 | – | Sell |
-68
| Closed | -$2K | – | 63 |
|
|
2017
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 154 |
|
|
2017
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 140 |
|