Blue Chip Partners’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$599K Buy
10,048
+6
+0.1% +$358 0.05% 97
2025
Q1
$593K Buy
10,042
+6
+0.1% +$354 0.05% 99
2024
Q4
$621K Buy
10,036
+6
+0.1% +$371 0.05% 99
2024
Q3
$601K Buy
10,030
+71
+0.7% +$4.25K 0.05% 92
2024
Q2
$508K Sell
9,959
-428
-4% -$21.8K 0.05% 91
2024
Q1
$571K Buy
10,387
+63
+0.6% +$3.46K 0.06% 87
2023
Q4
$576K Buy
10,324
+117
+1% +$6.53K 0.06% 88
2023
Q3
$424K Sell
10,207
-841
-8% -$34.9K 0.05% 92
2023
Q2
$468K Sell
11,048
-731
-6% -$31K 0.05% 100
2023
Q1
$511K Buy
11,779
+56
+0.5% +$2.43K 0.06% 93
2022
Q4
$784K Buy
11,723
+66
+0.6% +$4.41K 0.1% 86
2022
Q3
$829K Buy
11,657
+50
+0.4% +$3.56K 0.11% 72
2022
Q2
$852K Buy
11,607
+54
+0.5% +$3.96K 0.11% 76
2022
Q1
$1.05M Buy
11,553
+66
+0.6% +$5.97K 0.13% 72
2021
Q4
$999K Buy
11,487
+71
+0.6% +$6.18K 0.13% 71
2021
Q3
$919K Buy
11,416
+79
+0.7% +$6.36K 0.13% 68
2021
Q2
$809K Buy
11,337
+78
+0.7% +$5.57K 0.12% 70
2021
Q1
$808K Buy
11,259
+99
+0.9% +$7.11K 0.12% 66
2020
Q4
$623K Buy
11,160
+3,141
+39% +$175K 0.1% 70
2020
Q3
$307K Buy
8,019
+141
+2% +$5.4K 0.05% 87
2020
Q2
$300K Buy
7,878
+3,027
+62% +$115K 0.06% 83
2020
Q1
$142K Sell
4,851
-8,708
-64% -$255K 0.04% 109
2019
Q4
$973K Buy
13,559
+652
+5% +$46.8K 0.19% 68
2019
Q3
$852K Buy
12,907
+204
+2% +$13.5K 0.18% 65
2019
Q2
$923K Sell
12,703
-698
-5% -$50.7K 0.21% 65
2019
Q1
$983K Buy
13,401
+1,703
+15% +$125K 0.23% 63
2018
Q4
$804K Buy
11,698
+2,488
+27% +$171K 0.2% 72
2018
Q3
$831K Sell
9,210
-593
-6% -$53.5K 0.2% 71
2018
Q2
$891K Buy
9,803
+4
+0% +$364 0.24% 68
2018
Q1
$940K Buy
9,799
+4,118
+72% +$395K 0.26% 71
2017
Q4
$493K Buy
5,681
+8
+0.1% +$694 0.15% 87
2017
Q3
$433K Buy
5,673
+35
+0.6% +$2.67K 0.14% 93
2017
Q2
$413K Buy
5,638
+7
+0.1% +$513 0.14% 93
2017
Q1
$386K Buy
5,631
+7
+0.1% +$480 0.15% 92
2016
Q4
$383K Buy
5,624
+12
+0.2% +$817 0.15% 92
2016
Q3
$266K Sell
5,612
-652
-10% -$30.9K 0.12% 96
2016
Q2
$258K Buy
6,264
+2,653
+73% +$109K 0.12% 94
2016
Q1
$137K Hold
3,611
0.07% 107
2015
Q4
$151K Sell
3,611
-3,480
-49% -$146K 0.08% 105
2015
Q3
$291K Buy
7,091
+14
+0.2% +$575 0.19% 84
2015
Q2
$363K Buy
7,077
+15
+0.2% +$769 0.23% 77
2015
Q1
$319K Buy
7,062
+15
+0.2% +$678 0.22% 80
2014
Q4
$330K Buy
+7,047
New +$330K 0.23% 77