Corient Private Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
50,339
+3,664
| +8% | +$219K | ﹤0.01% | 941 |
|
|
2025
Q1 | $2.76M | Sell |
46,675
-1,107
| -2% | -$65.4K | ﹤0.01% | 862 |
|
|
2024
Q4 | $2.96M | Sell |
47,782
-2,562
| -5% | -$158K | ﹤0.01% | 857 |
|
|
2024
Q3 | $3.02M | Buy |
50,344
+644
| +1% | +$38.6K | ﹤0.01% | 903 |
|
|
2024
Q2 | $2.54M | Buy |
49,700
+4,228
| +9% | +$216K | ﹤0.01% | 927 |
|
|
2024
Q1 | $2.5M | Buy |
45,472
+4,275
| +10% | +$235K | ﹤0.01% | 928 |
|
|
2023
Q4 | $2.3M | Buy |
41,197
+4,715
| +13% | +$263K | ﹤0.01% | 938 |
|
|
2023
Q3 | $1.52M | Buy |
36,482
+2,215
| +6% | +$92K | ﹤0.01% | 1028 |
|
|
2023
Q2 | $1.47M | Buy |
34,267
+13,629
| +66% | +$584K | ﹤0.01% | 1009 |
|
|
2023
Q1 | $899K | Buy |
20,638
+10,393
| +101% | +$453K | ﹤0.01% | 1126 |
|
|
2022
Q4 | $685K | Buy |
+10,245
| New | +$685K | ﹤0.01% | 1039 |
|