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