HM Payson & Co’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.73K | Hold |
114
| – | – | ﹤0.01% | 890 |
|
|
2024
Q4 | $7.05K | Sell |
114
-10
| -8% | -$619 | ﹤0.01% | 874 |
|
|
2024
Q3 | $7.43K | Buy |
124
+39
| +46% | +$2.34K | ﹤0.01% | 867 |
|
|
2024
Q2 | $4.34K | Buy |
+85
| New | +$4.34K | ﹤0.01% | 898 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$1.67K | – | 1026 |
|
|
2022
Q4 | $1.67K | Hold |
25
| – | – | ﹤0.01% | 863 |
|
|
2022
Q3 | $2K | Sell |
25
-1,044
| -98% | -$83.5K | ﹤0.01% | 912 |
|
|
2022
Q2 | $78K | Hold |
1,069
| – | – | ﹤0.01% | 511 |
|
|
2022
Q1 | $97K | Hold |
1,069
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $93K | Sell |
1,069
-375
| -26% | -$32.6K | ﹤0.01% | 505 |
|
|
2021
Q3 | $116K | Hold |
1,444
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $103K | Hold |
1,444
| – | – | ﹤0.01% | 473 |
|
|
2021
Q1 | $104K | Buy |
1,444
+25
| +2% | +$1.8K | ﹤0.01% | 473 |
|
|
2020
Q4 | $79K | Hold |
1,419
| – | – | ﹤0.01% | 512 |
|
|
2020
Q3 | $54K | Hold |
1,419
| – | – | ﹤0.01% | 552 |
|
|
2020
Q2 | $54K | Hold |
1,419
| – | – | ﹤0.01% | 510 |
|
|
2020
Q1 | $42K | Hold |
1,419
| – | – | ﹤0.01% | 524 |
|
|
2019
Q4 | $102K | Hold |
1,419
| – | – | ﹤0.01% | 465 |
|
|
2019
Q3 | $94K | Sell |
1,419
-362
| -20% | -$24K | ﹤0.01% | 483 |
|
|
2019
Q2 | $129K | Buy |
+1,781
| New | +$129K | ﹤0.01% | 465 |
|