Columbia Asset 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 | $383K | Sell |
6,421
-500
| -7% | -$29.8K | 0.08% | 131 |
|
|
2025
Q1 | $409K | Sell |
6,921
-2,000
| -22% | -$118K | 0.08% | 126 |
|
|
2024
Q4 | $552K | Sell |
8,921
-400
| -4% | -$24.7K | 0.1% | 111 |
|
|
2024
Q3 | $558K | Hold |
9,321
| – | – | 0.1% | 119 |
|
|
2024
Q2 | $476K | Sell |
9,321
-1,285
| -12% | -$65.6K | 0.09% | 119 |
|
|
2024
Q1 | $592K | Hold |
10,606
| – | – | 0.12% | 109 |
|
|
2023
Q4 | $592K | Sell |
10,606
-2,500
| -19% | -$140K | 0.12% | 109 |
|
|
2023
Q3 | $545K | Buy |
13,106
+235
| +2% | +$9.77K | 0.12% | 110 |
|
|
2023
Q2 | $545K | Sell |
12,871
-3,422
| -21% | -$145K | 0.12% | 113 |
|
|
2023
Q1 | $707K | Buy |
16,293
+8,850
| +119% | +$384K | 0.16% | 94 |
|
|
2022
Q4 | $498K | Hold |
7,443
| – | – | 0.12% | 110 |
|
|
2022
Q3 | $529K | Buy |
+7,443
| New | +$529K | 0.14% | 101 |
|
|
2018
Q4 | – | Sell |
-1,271
| Closed | -$115K | – | 208 |
|
|
2018
Q3 | $115K | Buy |
+1,271
| New | +$115K | 0.03% | 212 |
|