Carson Wealth (CWM LLC)’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
13,260
-2,615
| -16% | -$156K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $938K | Sell |
15,875
-3,384
| -18% | -$200K | ﹤0.01% | 1163 |
|
|
2024
Q4 | $1.19M | Buy |
19,259
+1,916
| +11% | +$118K | ﹤0.01% | 996 |
|
|
2024
Q3 | $1.04M | Sell |
17,343
-703
| -4% | -$42.1K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $921K | Buy |
18,046
+1,002
| +6% | +$51.1K | ﹤0.01% | 938 |
|
|
2024
Q1 | $937K | Buy |
17,044
+653
| +4% | +$35.9K | ﹤0.01% | 883 |
|
|
2023
Q4 | $915K | Sell |
16,391
-710
| -4% | -$39.6K | ﹤0.01% | 842 |
|
|
2023
Q3 | $711K | Buy |
17,101
+6,931
| +68% | +$288K | ﹤0.01% | 860 |
|
|
2023
Q2 | $431K | Buy |
10,170
+4,667
| +85% | +$198K | ﹤0.01% | 984 |
|
|
2023
Q1 | $239K | Buy |
5,503
+2,318
| +73% | +$101K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $213K | Sell |
3,185
-518
| -14% | -$34.6K | ﹤0.01% | 1080 |
|
|
2022
Q3 | $263K | Buy |
3,703
+378
| +11% | +$26.8K | ﹤0.01% | 949 |
|
|
2022
Q2 | $244K | Buy |
3,325
+156
| +5% | +$11.4K | ﹤0.01% | 964 |
|
|
2022
Q1 | $287K | Buy |
3,169
+2,402
| +313% | +$218K | ﹤0.01% | 895 |
|
|
2021
Q4 | $67K | Buy |
+767
| New | +$67K | ﹤0.01% | 1457 |
|
|
2021
Q2 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2021
Q1 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2020
Q4 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2020
Q3 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2020
Q2 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2020
Q1 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q4 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q3 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q2 | $9K | Hold |
124
| – | – | ﹤0.01% | 2133 |
|
|
2019
Q1 | $9K | Buy |
124
+2
| +2% | +$145 | ﹤0.01% | 2133 |
|
|
2018
Q4 | $8K | Buy |
122
+4
| +3% | +$262 | ﹤0.01% | 1394 |
|
|
2018
Q3 | $11K | Buy |
118
+10
| +9% | +$932 | ﹤0.01% | 1122 |
|
|
2018
Q2 | $10K | Buy |
108
+51
| +89% | +$4.72K | ﹤0.01% | 988 |
|
|
2018
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 1005 |
|
|
2017
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q3 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 1123 |
|
|
2017
Q1 | – | Sell |
-112
| Closed | -$8K | – | 1191 |
|
|
2016
Q4 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 763 |
|