Consilium Wealth Advisory’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
4,774
| – | – | 0.12% | 84 |
|
|
2025
Q1 | $282K | Hold |
4,774
| – | – | 0.14% | 77 |
|
|
2024
Q4 | $295K | Hold |
4,774
| – | – | 0.14% | 77 |
|
|
2024
Q3 | $286K | Hold |
4,774
| – | – | 0.16% | 74 |
|
|
2024
Q2 | $244K | Hold |
4,774
| – | – | 0.13% | 81 |
|
|
2024
Q1 | $263K | Hold |
4,774
| – | – | 0.15% | 74 |
|
|
2023
Q4 | $266K | Sell |
4,774
-4,726
| -50% | -$264K | 0.16% | 79 |
|
|
2023
Q3 | $395K | Sell |
9,500
-550
| -5% | -$22.9K | 0.28% | 58 |
|
|
2023
Q2 | $426K | Hold |
10,050
| – | – | 0.3% | 59 |
|
|
2023
Q1 | $436K | Buy |
10,050
+550
| +6% | +$23.9K | 0.37% | 54 |
|
|
2022
Q4 | $635K | Hold |
9,500
| – | – | 0.54% | 41 |
|
|
2022
Q3 | $675K | Hold |
9,500
| – | – | 0.75% | 32 |
|
|
2022
Q2 | $697K | Hold |
9,500
| – | – | 0.75% | 38 |
|
|
2022
Q1 | $859K | Hold |
9,500
| – | – | 0.62% | 40 |
|
|
2021
Q4 | $827K | Buy |
+9,500
| New | +$827K | 0.54% | 46 |
|