VGM
Voyager Global Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196M | Buy |
5,500,000
+650,000
| +13% | +$23.2M | 7.05% | 9 |
|
|
2025
Q1 | $179M | Sell |
4,850,000
-2,450,000
| -34% | -$90.4M | 7.98% | 6 |
|
|
2024
Q4 | $274M | Buy |
7,300,000
+2,725,000
| +60% | +$102M | 10.94% | 3 |
|
|
2024
Q3 | $191M | Sell |
4,575,000
-1,425,000
| -24% | -$59.5M | 8.27% | 7 |
|
|
2024
Q2 | $235M | Buy |
6,000,000
+2,700,000
| +82% | +$106M | 10.48% | 3 |
|
|
2024
Q1 | $143M | Buy |
3,300,000
+425,000
| +15% | +$18.4M | 6.92% | 6 |
|
|
2023
Q4 | $126M | Sell |
2,875,000
-125,000
| -4% | -$5.48M | 6.02% | 9 |
|
|
2023
Q3 | $133M | Buy |
3,000,000
+700,000
| +30% | +$31M | 6.24% | 9 |
|
|
2023
Q2 | $95.6M | Buy |
2,300,000
+50,000
| +2% | +$2.08M | 4.64% | 9 |
|
|
2023
Q1 | $85.3M | Hold |
2,250,000
| – | – | 4.69% | 10 |
|
|
2022
Q4 | $78.7M | Hold |
2,250,000
| – | – | 4.87% | 9 |
|
|
2022
Q3 | $66M | Sell |
2,250,000
-250,000
| -10% | -$7.33M | 3.82% | 10 |
|
|
2022
Q2 | $98.1M | Sell |
2,500,000
-1,875,000
| -43% | -$73.6M | 6.28% | 9 |
|
|
2022
Q1 | $205M | Buy |
4,375,000
+1,000,000
| +30% | +$46.8M | 11.73% | 7 |
|
|
2021
Q4 | $170M | Buy |
+3,375,000
| New | +$170M | 12.33% | 1 |
|