Forum Financial Management’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
8,176
+618
| +8% | +$36.9K | 0.01% | 421 |
|
|
2025
Q1 | $446K | Buy |
7,558
+432
| +6% | +$25.5K | 0.01% | 417 |
|
|
2024
Q4 | $441K | Buy |
7,126
+2,750
| +63% | +$170K | 0.01% | 428 |
|
|
2024
Q3 | $262K | Sell |
4,376
-3
| -0.1% | -$180 | ﹤0.01% | 584 |
|
|
2024
Q2 | $224K | Sell |
4,379
-84
| -2% | -$4.29K | ﹤0.01% | 617 |
|
|
2024
Q1 | $245K | Sell |
4,463
-1,483
| -25% | -$81.6K | ﹤0.01% | 598 |
|
|
2023
Q4 | $332K | Hold |
5,946
| – | – | 0.01% | 415 |
|
|
2023
Q3 | $247K | Hold |
5,946
| – | – | 0.01% | 491 |
|
|
2023
Q2 | $252K | Buy |
5,946
+44
| +0.7% | +$1.86K | 0.01% | 498 |
|
|
2023
Q1 | $256K | Hold |
5,902
| – | – | 0.01% | 458 |
|
|
2022
Q4 | $395K | Hold |
5,902
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $420K | Hold |
5,902
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $433K | Buy |
5,902
+2,744
| +87% | +$201K | 0.02% | 258 |
|
|
2022
Q1 | $285K | Hold |
3,158
| – | – | 0.01% | 416 |
|
|
2021
Q4 | $275K | Buy |
+3,158
| New | +$275K | 0.01% | 456 |
|