USWIA

UP Strategic Wealth Investment Advisors’s Comcast CMCSA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Sell	6,159 -509	-8%	-$18.2K	0.17%	85
2025 Q1	$246K	Buy	+6,668	New	+$246K	0.22%	72
2024 Q4	–	Sell	-5,544	Closed	-$232K	–	80
2024 Q3	$232K	Buy	+5,544	New	+$232K	0.26%	69