Cerity 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 | $1.55M | Sell |
26,050
-11,898
| -31% | -$710K | ﹤0.01% | 1330 |
|
|
2025
Q1 | $2.24M | Sell |
37,948
-66,521
| -64% | -$3.93M | ﹤0.01% | 1060 |
|
|
2024
Q4 | $6.43M | Buy |
104,469
+34,374
| +49% | +$2.11M | 0.01% | 626 |
|
|
2024
Q3 | $4.2M | Sell |
70,095
-97,809
| -58% | -$5.86M | 0.01% | 774 |
|
|
2024
Q2 | $8.57M | Sell |
167,904
-7,036
| -4% | -$359K | 0.02% | 458 |
|
|
2024
Q1 | $9.62M | Sell |
174,940
-75
| -0% | -$4.13K | 0.03% | 472 |
|
|
2023
Q4 | $9.77M | Sell |
175,015
-6,054
| -3% | -$338K | 0.03% | 376 |
|
|
2023
Q3 | $7.52M | Buy |
181,069
+5,358
| +3% | +$223K | 0.04% | 337 |
|
|
2023
Q2 | $7.45M | Buy |
175,711
+167,532
| +2,048% | +$7.1M | 0.03% | 407 |
|
|
2023
Q1 | $2.22M | Buy |
8,179
+2,674
| +49% | +$725K | 0.01% | 690 |
|
|
2022
Q4 | $368K | Buy |
5,505
+2,303
| +72% | +$154K | ﹤0.01% | 1071 |
|
|
2022
Q3 | $228K | Buy |
+3,202
| New | +$228K | ﹤0.01% | 1005 |
|