Crestwood Advisors Group’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
3,854
-213
| -5% | -$12.7K | ﹤0.01% | 491 |
|
|
2025
Q1 | $240K | Buy |
4,067
+41
| +1% | +$2.42K | ﹤0.01% | 458 |
|
|
2024
Q4 | $249K | Buy |
4,026
+16
| +0.4% | +$990 | ﹤0.01% | 416 |
|
|
2024
Q3 | $240K | Buy |
+4,010
| New | +$240K | ﹤0.01% | 400 |
|
|
2024
Q2 | – | Sell |
-6,050
| Closed | -$333K | – | 431 |
|
|
2024
Q1 | $333K | Sell |
6,050
-16
| -0.3% | -$880 | 0.01% | 333 |
|
|
2023
Q4 | $339K | Buy |
6,066
+816
| +16% | +$45.5K | 0.01% | 313 |
|
|
2023
Q3 | $218K | Buy |
+5,250
| New | +$218K | 0.01% | 332 |
|