WLPWM
Walled Lake Planning & Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
7,822
+66
| +0.9% | +$2.36K | 0.09% | 110 |
|
|
2025
Q1 | $286K | Buy |
7,756
+55
| +0.7% | +$2.03K | 0.1% | 104 |
|
|
2024
Q4 | $289K | Sell |
7,701
-810
| -10% | -$30.4K | 0.11% | 110 |
|
|
2024
Q3 | $356K | Buy |
+8,511
| New | +$356K | 0.13% | 88 |
|
|
2021
Q4 | – | Sell |
-2,143
| Closed | -$120K | – | 140 |
|
|
2021
Q3 | $120K | Buy |
2,143
+5
| +0.2% | +$280 | 0.07% | 105 |
|
|
2021
Q2 | $122K | Buy |
2,138
+305
| +17% | +$17.4K | 0.08% | 99 |
|
|
2021
Q1 | $99K | Buy |
1,833
+5
| +0.3% | +$270 | 0.07% | 108 |
|
|
2020
Q4 | $96K | Buy |
1,828
+5
| +0.3% | +$263 | 0.07% | 103 |
|
|
2020
Q3 | $84K | Buy |
1,823
+6
| +0.3% | +$276 | 0.07% | 101 |
|
|
2020
Q2 | $71K | Buy |
1,817
+6
| +0.3% | +$234 | 0.06% | 98 |
|
|
2020
Q1 | $62K | Buy |
1,811
+5
| +0.3% | +$171 | 0.06% | 93 |
|
|
2019
Q4 | $81K | Buy |
+1,806
| New | +$81K | 0.06% | 96 |
|