Forvis Mazars Wealth Advisors’s Comerica CMA Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio CMA Stock Details CMA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$364K	Sell
2025 Q2	$318K	Hold
2025 Q1	$315K	Hold
2024 Q4	$330K	Sell
2024 Q3	$320K	Buy
2024 Q2	$272K	Hold
2024 Q1	$293K	Hold
2023 Q4	$298K	Sell
2023 Q3	$224K	Sell
2023 Q2	$229K	Buy