Baron 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 | $240K | Buy |
+4,026
| New | +$240K | 0.09% | 180 |
|
|
2024
Q2 | – | Sell |
-6,390
| Closed | -$351K | – | 188 |
|
|
2024
Q1 | $351K | Buy |
6,390
+26
| +0.4% | +$1.43K | 0.19% | 94 |
|
|
2023
Q4 | $355K | Buy |
6,364
+35
| +0.6% | +$1.95K | 0.19% | 83 |
|
|
2023
Q3 | $263K | Buy |
6,329
+98
| +2% | +$4.07K | 0.17% | 107 |
|
|
2023
Q2 | $264K | Hold |
6,231
| – | – | 0.17% | 104 |
|
|
2023
Q1 | $271K | Buy |
+6,231
| New | +$271K | 0.19% | 94 |
|