West Financial Advisors’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 190 |
|
2025
Q1 | $1.03K | Hold |
28
| – | – | ﹤0.01% | 186 |
|
2024
Q4 | $1.05K | Buy |
+28
| New | +$1.05K | ﹤0.01% | 184 |
|
2023
Q4 | – | Sell |
-99
| Closed | -$4.39K | – | 166 |
|
2023
Q3 | $4.39K | Buy |
+99
| New | +$4.39K | ﹤0.01% | 158 |
|
2022
Q3 | – | Sell |
-1,300
| Closed | -$51K | – | 182 |
|
2022
Q2 | $51K | Hold |
1,300
| – | – | 0.01% | 96 |
|
2022
Q1 | $61K | Hold |
1,300
| – | – | 0.02% | 97 |
|
2021
Q4 | $65K | Hold |
1,300
| – | – | 0.02% | 101 |
|
2021
Q3 | $73K | Hold |
1,300
| – | – | 0.02% | 88 |
|
2021
Q2 | $74K | Sell |
1,300
-700
| -35% | -$39.8K | 0.02% | 82 |
|
2021
Q1 | $108K | Hold |
2,000
| – | – | 0.04% | 70 |
|
2020
Q4 | $105K | Buy |
+2,000
| New | +$105K | 0.04% | 67 |
|