Wallace Advisory Group’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,877
| Closed | -$204K | – | 189 |
|
|
2024
Q4 | $204K | Buy |
+4,877
| New | +$204K | 0.14% | 172 |
|
|
2024
Q2 | – | Sell |
-4,672
| Closed | -$205K | – | 180 |
|
|
2024
Q1 | $205K | Sell |
4,672
-1,125
| -19% | -$49.3K | 0.15% | 162 |
|
|
2023
Q4 | $257K | Buy |
5,797
+8
| +0.1% | +$355 | 0.2% | 122 |
|
|
2023
Q3 | $241K | Buy |
5,789
+285
| +5% | +$11.8K | 0.17% | 143 |
|
|
2023
Q2 | $209K | Hold |
5,504
| – | – | 0.16% | 158 |
|
|
2023
Q1 | $209K | Buy |
+5,504
| New | +$209K | 0.16% | 158 |
|