Wealth Effects’s Comcast CMCSA Stock Holding History

Wealth Effects’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,285	Closed	-$574K	–	203
2024 Q4	$574K	Sell	15,285 -971	-6%	-$40.3K	0.2%	95
2024 Q3	$679K	Sell	16,256 -1,475	-8%	-$58.2K	0.24%	83
2024 Q2	$694K	Sell	17,731 -726	-4%	-$28.4K	0.25%	77
2024 Q1	$800K	Sell	18,457 -167	-0.9%	-$7.21K	0.3%	70
2023 Q4	$817K	Sell	18,624 -300	-2%	-$12.9K	0.31%	72
2023 Q3	$839K	Sell	18,924 -496	-3%	-$22.1K	0.41%	54
2023 Q2	$807K	Sell	19,420 -129	-0.7%	-$5.12K	0.36%	59
2023 Q1	$741K	Sell	19,549 -466	-2%	-$17.6K	0.38%	58
2022 Q4	$700K	Sell	20,015 -878	-4%	-$29K	0.4%	61
2022 Q3	$613K	Sell	20,893 -3,227	-13%	-$121K	0.37%	64
2022 Q2	$946K	Sell	24,120 -1,263	-5%	-$54.2K	0.57%	47
2022 Q1	$1.19M	Sell	25,383 -1	-0%	-$48	0.55%	43
2021 Q4	$1.28M	Buy	+25,384	New	+$1.32M	0.53%	44

Other funds holding CMCSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Effects's CMCSA Position: Q1 2025 in Review

Wealth Effects sold out of Comcast (CMCSA) in Q1 2025, closing a stake of 15,285 shares — an estimated $574K sold.

Wealth Effects first reported a position in CMCSA in Q4 2021 and held it in 13 quarters. The position peaked at $1.28M in Q4 2021. 2,355 funds tracked by Wall St. Rank hold CMCSA as of Q1 2025.

Wealth Effects reported no remaining Comcast position as of Q1 2025 after selling out during the quarter.
Wealth Effects sold 15,285 Comcast shares in Q1 2025, an estimated $574K.
Wealth Effects first reported a position in Comcast in Q4 2021 and held it in 13 quarters.
Wealth Effects's Comcast position peaked at $1.28M in Q4 2021.
2,355 funds tracked by Wall St. Rank held Comcast as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.