Zimmermann Investment Management & Planning’s Comcast CMCSA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-12,403
| Closed | -$538K | – | 135 |
|
2024
Q1 | $538K | Sell |
12,403
-113
| -0.9% | -$4.9K | 0.19% | 81 |
|
2023
Q4 | $549K | Buy |
12,516
+139
| +1% | +$6.1K | 0.22% | 66 |
|
2023
Q3 | $549K | Buy |
12,377
+1,300
| +12% | +$57.6K | 0.26% | 64 |
|
2023
Q2 | $460K | Sell |
11,077
-1,192
| -10% | -$49.5K | 0.21% | 70 |
|
2023
Q1 | $465K | Buy |
+12,269
| New | +$465K | 0.24% | 71 |
|