WMA
Wealth Management Associates’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Hold |
26,748
| – | – | 0.37% | 57 |
|
|
2025
Q1 | $987K | Buy |
26,748
+118
| +0.4% | +$4.35K | 0.42% | 53 |
|
|
2024
Q4 | $999K | Buy |
26,630
+2,284
| +9% | +$85.7K | 0.43% | 52 |
|
|
2024
Q3 | $1.02M | Sell |
24,346
-30
| -0.1% | -$1.25K | 0.45% | 48 |
|
|
2024
Q2 | $955K | Hold |
24,376
| – | – | 0.45% | 51 |
|
|
2024
Q1 | $955K | Sell |
24,376
-1,875
| -7% | -$73.4K | 0.45% | 51 |
|
|
2023
Q4 | $1.15M | Buy |
26,251
+20
| +0.1% | +$877 | 0.61% | 41 |
|
|
2023
Q3 | $1.16M | Buy |
26,231
+347
| +1% | +$15.4K | 0.68% | 34 |
|
|
2023
Q2 | $1.08M | Sell |
25,884
-392
| -1% | -$16.3K | 0.61% | 38 |
|
|
2023
Q1 | $996K | Buy |
26,276
+50
| +0.2% | +$1.9K | 0.62% | 38 |
|
|
2022
Q4 | $917K | Buy |
26,226
+524
| +2% | +$18.3K | 0.61% | 40 |
|
|
2022
Q3 | $754K | Buy |
25,702
+827
| +3% | +$24.3K | 0.53% | 44 |
|
|
2022
Q2 | $976K | Buy |
24,875
+135
| +0.5% | +$5.3K | 0.67% | 36 |
|
|
2022
Q1 | $1.16M | Buy |
24,740
+604
| +3% | +$28.3K | 0.66% | 32 |
|
|
2021
Q4 | $1.21M | Buy |
24,136
+3,885
| +19% | +$196K | 0.65% | 33 |
|
|
2021
Q3 | $1.13M | Hold |
20,251
| – | – | 0.66% | 33 |
|
|
2021
Q2 | $1.15M | Buy |
20,251
+5,023
| +33% | +$286K | 0.66% | 34 |
|
|
2021
Q1 | $824K | Sell |
15,228
-134
| -0.9% | -$7.25K | 0.52% | 46 |
|
|
2020
Q4 | $805K | Hold |
15,362
| – | – | 0.53% | 42 |
|
|
2020
Q3 | $711K | Buy |
15,362
+3,962
| +35% | +$183K | 0.55% | 45 |
|
|
2020
Q2 | $444K | Buy |
11,400
+402
| +4% | +$15.7K | 0.37% | 62 |
|
|
2020
Q1 | $378K | Buy |
10,998
+150
| +1% | +$5.16K | 0.38% | 65 |
|
|
2019
Q4 | $488K | Buy |
10,848
+6,082
| +128% | +$274K | 0.35% | 71 |
|
|
2019
Q3 | $215K | Buy |
+4,766
| New | +$215K | 0.17% | 135 |
|