WOSD
WFA of San Diego’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Buy |
+2,810
| New | +$100K | 0.07% | 135 |
|
|
2024
Q3 | $12.5K | Sell |
300
-474
| -61% | -$19.8K | 0.01% | 269 |
|
|
2024
Q2 | $30.3K | Buy |
+774
| New | +$30.3K | 0.03% | 216 |
|
|
2023
Q3 | $34.3K | Hold |
774
| – | – | 0.04% | 199 |
|
|
2023
Q2 | $32.2K | Buy |
+774
| New | +$32.2K | 0.03% | 205 |
|
|
2023
Q1 | – | Sell |
-3,584
| Closed | -$125K | – | 120 |
|
|
2022
Q4 | $125K | Buy |
+3,584
| New | +$125K | 0.1% | 120 |
|
|
2022
Q3 | – | Sell |
-1,175
| Closed | -$46K | – | 133 |
|
|
2022
Q2 | $46K | Buy |
+1,175
| New | +$46K | 0.04% | 163 |
|
|
2022
Q1 | – | Sell |
-4,419
| Closed | -$222K | – | 98 |
|
|
2021
Q4 | $222K | Buy |
4,419
+2,585
| +141% | +$130K | 0.13% | 107 |
|
|
2021
Q3 | $103K | Buy |
+1,834
| New | +$103K | 0.07% | 142 |
|