Vertex Planning 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
$218K Sell
6,107
-156
-2% -$5.57K 0.05% 175
2025
Q1
$231K Buy
6,263
+59
+1% +$2.18K 0.05% 169
2024
Q4
$233K Buy
+6,204
New +$233K 0.05% 169
2023
Q1
Sell
-7,362
Closed -$257K 127
2022
Q4
$257K Buy
+7,362
New +$257K 0.1% 124