Bison Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $639K | Hold |
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|
2024
Q1 | $639K | Sell |
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|
2023
Q4 | $650K | Buy |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $350K | Buy |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $736K | Buy |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $716K | Hold |
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|
2021
Q3 | $663K | Hold |
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|
2021
Q2 | $587K | Hold |
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|
2021
Q1 | $591K | Hold |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $321K | Buy |
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|
2020
Q2 | $312K | Hold |
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|
2020
Q1 | $240K | Hold |
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|
2019
Q4 | $588K | Hold |
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|
2019
Q3 | $540K | Sell |
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|
2019
Q2 | $669K | Sell |
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|
2019
Q1 | $697K | Sell |
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|
2018
Q4 | $663K | Hold |
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|
2018
Q3 | $871K | Buy |
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|
2018
Q2 | $872K | Hold |
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|
2018
Q1 | $920K | Sell |
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|
2017
Q4 | $838K | Buy |
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|
2017
Q3 | $260K | Sell |
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|
2017
Q2 | $252K | Buy |
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|
2017
Q1 | $216K | Sell |
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|
2016
Q4 | $220K | Buy |
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