JPWM
Jamison Private Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
19,364
+94
| +0.5% | +$5.61K | 0.17% | 99 |
|
|
2025
Q1 | $1.14M | Sell |
19,270
-218
| -1% | -$12.9K | 0.17% | 100 |
|
|
2024
Q4 | $1.21M | Buy |
19,488
+113
| +0.6% | +$6.99K | 0.18% | 101 |
|
|
2024
Q3 | $1.16M | Buy |
19,375
+152
| +0.8% | +$9.11K | 0.18% | 98 |
|
|
2024
Q2 | $981K | Sell |
19,223
-986
| -5% | -$50.3K | 0.16% | 99 |
|
|
2024
Q1 | $1.11M | Buy |
20,209
+441
| +2% | +$24.3K | 0.19% | 94 |
|
|
2023
Q4 | $1.1M | Sell |
19,768
-272
| -1% | -$15.2K | 0.21% | 90 |
|
|
2023
Q3 | $833K | Buy |
+20,040
| New | +$833K | 0.17% | 100 |
|