Comprehensive Financial Consultants Institutional’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$280K Sell
2025
Q3
$230K Sell
2025
Q2
$210K Sell
2025
Q1
$262K Sell
2024
Q4
$285K Hold
2024
Q3
$276K Sell
2024
Q2
$249K Sell
2024
Q1
$284K Sell
2023
Q4
$366K Sell
2023
Q3
$306K Sell
2023
Q2
$390K Sell
2023
Q1
$369K Hold
2022
Q4
$585K Sell
2022
Q3
$628K Hold
2022
Q2
$625K Sell
2022
Q1
$700K Hold
2021
Q4
$821K Buy