GeoWealth 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	$50.1K	Buy	+840	New	+$50.1K	﹤0.01%	940
2025 Q1	–	Sell	-553	Closed	-$34.2K	–	1204
2024 Q4	$34.2K	Sell	553 -57	-9%	-$3.53K	﹤0.01%	1263
2024 Q3	$36.5K	Buy	+610	New	+$36.5K	﹤0.01%	1163