Creative Planning’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 | $2.31M | Buy |
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|
2025
Q2 | $1.91M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.49M | Buy |
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|
2024
Q1 | $2.66M | Buy |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $4.5M | Buy |
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|
2023
Q2 | $4.43M | Buy |
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|
2023
Q1 | $938K | Buy |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.34M | Sell |
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|
2022
Q1 | $1.69M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $963K | Sell |
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|
2020
Q3 | $755K | Buy |
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|
2020
Q2 | $747K | Buy |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.46M | Buy |
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|
2018
Q3 | $635K | Buy |
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|
2018
Q2 | $532K | Buy |
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|
2018
Q1 | $539K | Buy |
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|
2017
Q4 | $458K | Buy |
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|
2017
Q3 | $310K | Buy |
|
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|
2017
Q2 | $240K | Sell |
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|
2017
Q1 | $227K | Buy |
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|
2016
Q4 | $145K | Buy |
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|
2016
Q3 | $98K | Buy |
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|
2016
Q2 | $43K | Buy |
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|
2016
Q1 | $39K | Buy |
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|
2015
Q4 | $43K | Buy |
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|
2015
Q3 | $42K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $57K | Sell |
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|
2014
Q4 | $102K | Buy |
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|
2014
Q3 | $103K | Hold |
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|
2014
Q2 | $104K | Buy |
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|
2014
Q1 | $93K | Buy |
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|
2013
Q4 | $54K | Sell |
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|
2013
Q3 | $45K | Hold |
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|
2013
Q2 | $46K | Buy |
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