AE Wealth Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Sell |
10,297
-115,629
| -92% | -$6.9M | ﹤0.01% | 851 |
|
|
2025
Q1 | $7.44M | Sell |
125,926
-48,455
| -28% | -$2.86M | 0.06% | 278 |
|
|
2024
Q4 | $10.8M | Buy |
174,381
+4,554
| +3% | +$282K | 0.09% | 232 |
|
|
2024
Q3 | $10.2M | Sell |
169,827
-147,908
| -47% | -$8.86M | 0.09% | 234 |
|
|
2024
Q2 | $16.2M | Sell |
317,735
-73,308
| -19% | -$3.74M | 0.16% | 148 |
|
|
2024
Q1 | $21.5M | Sell |
391,043
-211,608
| -35% | -$11.6M | 0.24% | 108 |
|
|
2023
Q4 | $33.1M | Buy |
602,651
+294,858
| +96% | +$16.2M | 0.17% | 125 |
|
|
2023
Q3 | $12.8M | Sell |
307,793
-35,724
| -10% | -$1.48M | 0.08% | 319 |
|
|
2023
Q2 | $14.6M | Buy |
343,517
+108,278
| +46% | +$4.59M | 0.09% | 275 |
|
|
2023
Q1 | $10.2M | Buy |
235,239
+11,866
| +5% | +$515K | 0.07% | 334 |
|
|
2022
Q4 | $14.9M | Buy |
223,373
+24,708
| +12% | +$1.65M | 0.11% | 224 |
|
|
2022
Q3 | $14.1M | Buy |
198,665
+23,037
| +13% | +$1.64M | 0.11% | 193 |
|
|
2022
Q2 | $12.9M | Buy |
175,628
+68,831
| +64% | +$5.05M | 0.1% | 216 |
|
|
2022
Q1 | $9.66M | Buy |
106,797
+24,759
| +30% | +$2.24M | 0.07% | 289 |
|
|
2021
Q4 | $7.14M | Buy |
82,038
+62,055
| +311% | +$5.4M | 0.05% | 340 |
|
|
2021
Q3 | $1.61M | Buy |
+19,983
| New | +$1.61M | 0.01% | 713 |
|