FMWA
Forvis Mazars Wealth Advisors’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
5,331
| – | – | 0.01% | 345 |
|
|
2025
Q1 | $315K | Hold |
5,331
| – | – | 0.01% | 343 |
|
|
2024
Q4 | $330K | Sell |
5,331
-10
| -0.2% | -$618 | 0.01% | 363 |
|
|
2024
Q3 | $320K | Buy |
5,341
+4
| +0.1% | +$240 | 0.01% | 374 |
|
|
2024
Q2 | $272K | Hold |
5,337
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $293K | Hold |
5,337
| – | – | 0.01% | 350 |
|
|
2023
Q4 | $298K | Sell |
5,337
-57
| -1% | -$3.18K | 0.01% | 339 |
|
|
2023
Q3 | $224K | Sell |
5,394
-14
| -0.3% | -$582 | 0.01% | 363 |
|
|
2023
Q2 | $229K | Buy |
+5,408
| New | +$229K | 0.01% | 387 |
|