WealthPlan Investment Management’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
10,262
+955
| +10% | +$34.1K | 0.03% | 269 |
|
|
2025
Q1 | $343K | Buy |
9,307
+859
| +10% | +$31.7K | 0.03% | 207 |
|
|
2024
Q4 | $317K | Sell |
8,448
-724
| -8% | -$27.2K | 0.03% | 212 |
|
|
2024
Q3 | $383K | Buy |
9,172
+75
| +0.8% | +$3.13K | 0.04% | 175 |
|
|
2024
Q2 | $356K | Buy |
9,097
+69
| +0.8% | +$2.7K | 0.05% | 139 |
|
|
2024
Q1 | $391K | Buy |
9,028
+57
| +0.6% | +$2.47K | 0.06% | 133 |
|
|
2023
Q4 | $393K | Buy |
8,971
+55
| +0.6% | +$2.41K | 0.06% | 135 |
|
|
2023
Q3 | $395K | Buy |
8,916
+2,693
| +43% | +$119K | 0.07% | 129 |
|
|
2023
Q2 | $259K | Sell |
6,223
-1,266
| -17% | -$52.6K | 0.08% | 121 |
|
|
2023
Q1 | $284K | Sell |
7,489
-8,054
| -52% | -$305K | 0.05% | 142 |
|
|
2022
Q4 | $608K | Sell |
15,543
-11
| -0.1% | -$430 | 0.04% | 231 |
|
|
2022
Q3 | $539K | Buy |
+15,554
| New | +$539K | 0.04% | 236 |
|
|
2022
Q1 | $586K | Buy |
+14,742
| New | +$586K | 0.04% | 230 |
|