HB 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 | $380K | Sell |
6,373
-441
| -6% | -$26.3K | ﹤0.01% | 832 |
|
|
2025
Q1 | $402K | Buy |
6,814
+64
| +0.9% | +$3.78K | ﹤0.01% | 825 |
|
|
2024
Q4 | $417K | Buy |
6,750
+430
| +7% | +$26.6K | ﹤0.01% | 677 |
|
|
2024
Q3 | $379K | Buy |
6,320
+1,135
| +22% | +$68K | ﹤0.01% | 674 |
|
|
2024
Q2 | $265K | Buy |
5,185
+57
| +1% | +$2.91K | ﹤0.01% | 747 |
|
|
2024
Q1 | $282K | Buy |
5,128
+356
| +7% | +$19.6K | ﹤0.01% | 677 |
|
|
2023
Q4 | $266K | Buy |
+4,772
| New | +$266K | ﹤0.01% | 650 |
|