Werba Rubin Papier Wealth 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 | $250K | Buy |
+6,993
| New | +$250K | 0.05% | 179 |
|
|
2025
Q1 | – | Sell |
-6,766
| Closed | -$254K | – | 194 |
|
|
2024
Q4 | $254K | Sell |
6,766
-1,729
| -20% | -$64.9K | 0.06% | 148 |
|
|
2024
Q3 | $355K | Buy |
8,495
+794
| +10% | +$33.2K | 0.08% | 120 |
|
|
2024
Q2 | $302K | Sell |
7,701
-137
| -2% | -$5.37K | 0.08% | 121 |
|
|
2024
Q1 | $340K | Buy |
7,838
+339
| +5% | +$14.7K | 0.1% | 100 |
|
|
2023
Q4 | $329K | Sell |
7,499
-4
| -0.1% | -$175 | 0.11% | 78 |
|
|
2023
Q3 | $333K | Sell |
7,503
-163
| -2% | -$7.23K | 0.12% | 81 |
|
|
2023
Q2 | $319K | Buy |
7,666
+368
| +5% | +$15.3K | 0.11% | 79 |
|
|
2023
Q1 | $277K | Buy |
+7,298
| New | +$277K | 0.11% | 79 |
|