Valeo Financial Advisors’s Comcast CMCSA Stock Holding History

Valeo Financial Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Sell	39,226 -30,019	-43%	-$1.07M	0.03%	219
2025 Q1	$1.32M	Sell	69,245 -6,919	-9%	-$132K	0.04%	210
2024 Q4	$1.61M	Sell	76,164 -7,300	-9%	-$154K	0.04%	175
2024 Q3	$2.09M	Sell	83,464 -2,075	-2%	-$51.9K	0.06%	148
2024 Q2	$2.04M	Sell	85,539 -10,499	-11%	-$250K	0.06%	141
2024 Q1	$2.52M	Sell	96,038 -24,296	-20%	-$637K	0.09%	119
2023 Q4	$3.81M	Buy	120,334 +972	+0.8%	+$30.7K	0.15%	82
2023 Q3	$3.81M	Buy	119,362 +2,297	+2%	+$73.2K	0.17%	73
2023 Q2	$3.47M	Sell	117,065 -3,628	-3%	-$108K	0.16%	84
2023 Q1	$3.31M	Buy	120,693 +7,347	+6%	+$201K	0.16%	85
2022 Q4	$2.8M	Buy	113,346 +21,250	+23%	+$525K	0.15%	85
2022 Q3	$1.73M	Buy	92,096 +5,771	+7%	+$108K	0.11%	112
2022 Q2	$2.08M	Sell	86,325 -1,401	-2%	-$33.7K	0.13%	98
2022 Q1	$2.54M	Buy	87,726 +3,072	+4%	+$88.8K	0.13%	97
2021 Q4	$2.57M	Sell	84,654 -3,803	-4%	-$115K	0.14%	89
2021 Q3	$3.06M	Buy	88,457 +5,405	+7%	+$187K	0.18%	79
2021 Q2	$2.81M	Buy	83,052 +998	+1%	+$33.8K	0.17%	81
2021 Q1	$2.62M	Sell	82,054 -23,420	-22%	-$747K	0.12%	93
2020 Q4	$2.67M	Buy	105,474 +43,227	+69%	+$1.09M	0.14%	85
2020 Q3	$2.88M	Sell	62,247 -5,027	-7%	-$233K	0.25%	60
2020 Q2	$2.62M	Buy	67,274 +15,974	+31%	+$623K	0.24%	62
2020 Q1	$1.95M	Buy	51,300 +14,128	+38%	+$536K	0.21%	69
2019 Q4	$1.67M	Buy	37,172 +10,974	+42%	+$494K	0.16%	93
2019 Q3	$1.18M	Sell	26,198 -2,084	-7%	-$93.9K	0.13%	108
2019 Q2	$1.2M	Buy	28,282 +711	+3%	+$30.1K	0.14%	111
2019 Q1	$1.1M	Sell	27,571 -1,753	-6%	-$70.1K	0.13%	114
2018 Q4	$998K	Sell	29,324 -3,481	-11%	-$118K	0.14%	111
2018 Q3	$1.25M	Buy	32,805 +1,207	+4%	+$46K	0.17%	97
2018 Q2	$1.11M	Buy	31,598 +22,714	+256%	+$796K	0.16%	103
2018 Q1	$304K	Buy	8,884 +2,078	+31%	+$71.1K	0.05%	207
2017 Q4	$273K	Buy	6,806 +818	+14%	+$32.8K	0.04%	206
2017 Q3	$230K	Buy	+5,988	New	+$230K	0.05%	190