Consilium Wealth Advisory’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Hold |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $295K | Hold |
|
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|
2024
Q3 | $286K | Hold |
|
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|
2024
Q2 | $244K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $395K | Sell |
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|
2023
Q2 | $426K | Hold |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $675K | Hold |
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|
2022
Q2 | $697K | Hold |
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|
2022
Q1 | $859K | Hold |
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|
2021
Q4 | $827K | Buy |
|