Geneos Wealth 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 | $41.2K | Sell |
691
-1,032
| -60% | -$61.6K | ﹤0.01% | 1684 |
|
|
2025
Q1 | $102K | Buy |
1,723
+1,302
| +309% | +$76.9K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $26K | Buy |
421
+117
| +38% | +$7.24K | ﹤0.01% | 1600 |
|
|
2024
Q3 | $18.2K | Buy |
304
+4
| +1% | +$240 | ﹤0.01% | 1592 |
|
|
2024
Q2 | $15.3K | Hold |
300
| – | – | ﹤0.01% | 1425 |
|
|
2024
Q1 | $16.5K | Sell |
300
-400
| -57% | -$22K | ﹤0.01% | 1423 |
|
|
2023
Q4 | $39.1K | Hold |
700
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q3 | $29.1K | Hold |
700
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q2 | $29.7K | Buy |
700
+200
| +40% | +$8.47K | ﹤0.01% | 1250 |
|
|
2023
Q1 | $21.7K | Hold |
500
| – | – | ﹤0.01% | 1321 |
|
|
2022
Q4 | $33.4K | Hold |
500
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $35K | Sell |
500
-20
| -4% | -$1.4K | ﹤0.01% | 1141 |
|
|
2022
Q2 | $38K | Hold |
520
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q1 | $47K | Hold |
520
| – | – | ﹤0.01% | 1413 |
|
|
2021
Q4 | $45K | Hold |
520
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q3 | $42K | Hold |
520
| – | – | ﹤0.01% | 1565 |
|
|
2021
Q2 | $37K | Sell |
520
-105
| -17% | -$7.47K | ﹤0.01% | 1622 |
|
|
2021
Q1 | $46K | Buy |
625
+45
| +8% | +$3.31K | ﹤0.01% | 1675 |
|
|
2020
Q4 | $1K | Buy |
+580
| New | +$1K | ﹤0.01% | 2771 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1K | – | 2495 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2447 |
|
|
2019
Q3 | $1K | Sell |
20
-130
| -87% | -$6.5K | ﹤0.01% | 2379 |
|
|
2019
Q2 | $10K | Hold |
150
| – | – | ﹤0.01% | 1895 |
|
|
2019
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 1831 |
|
|
2018
Q4 | $10K | Buy |
150
+130
| +650% | +$8.67K | ﹤0.01% | 1774 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2326 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2171 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2088 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2084 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2029 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1984 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1966 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1933 |
|