Baron Wealth Management’s Comerica CMA Stock Holding History

Baron Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$306K	Buy
2025 Q2	$240K	Buy
2024 Q2	–	Sell
2024 Q1	$351K	Buy
2023 Q4	$355K	Buy
2023 Q3	$263K	Buy
2023 Q2	$264K	Hold
2023 Q1	$271K	Buy