Great Waters Wealth Management’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$352K Hold
2025
Q3
$278K Hold
2025
Q2
$242K Hold
2025
Q1
$239K Hold
2024
Q4
$251K Hold
2024
Q3
$243K Hold
2024
Q2
$207K Hold
2024
Q1
$223K Hold
2023
Q4
$222K Buy
2023
Q1
Sell
2022
Q4
$290K Buy