Kovitz Investment Group Partners’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Sell |
122,943
-1,383
| -1% | -$82.5K | 0.03% | 372 |
|
|
2025
Q1 | $7.34M | Sell |
124,326
-4,049
| -3% | -$239K | 0.04% | 329 |
|
|
2024
Q4 | $7.94M | Buy |
128,375
+2,783
| +2% | +$172K | 0.04% | 318 |
|
|
2024
Q3 | $7.16M | Buy |
125,592
+19,522
| +18% | +$1.11M | 0.05% | 287 |
|
|
2024
Q2 | $5.41M | Sell |
106,070
-2,779
| -3% | -$142K | 0.05% | 274 |
|
|
2024
Q1 | $5.99M | Buy |
108,849
+11,775
| +12% | +$648K | 0.08% | 184 |
|
|
2023
Q4 | $5.42M | Sell |
97,074
-5,792
| -6% | -$323K | 0.09% | 143 |
|
|
2023
Q3 | $4.27M | Sell |
102,866
-3,299
| -3% | -$137K | 0.08% | 167 |
|
|
2023
Q2 | $4.5M | Buy |
106,165
+138
| +0.1% | +$5.85K | 0.07% | 163 |
|
|
2023
Q1 | $4.6M | Buy |
106,027
+4,428
| +4% | +$192K | 0.08% | 160 |
|
|
2022
Q4 | $6.79M | Buy |
101,599
+875
| +0.9% | +$58.5K | 0.13% | 108 |
|
|
2022
Q3 | $7.16M | Sell |
100,724
-950
| -0.9% | -$67.5K | 0.17% | 85 |
|
|
2022
Q2 | $7.46M | Buy |
101,674
+516
| +0.5% | +$37.9K | 0.17% | 96 |
|
|
2022
Q1 | $9.15M | Buy |
101,158
+7,475
| +8% | +$676K | 0.17% | 83 |
|
|
2021
Q4 | $5.23M | Sell |
93,683
-2,398
| -2% | -$134K | 0.12% | 118 |
|
|
2021
Q3 | $7.74M | Buy |
96,081
+222
| +0.2% | +$17.9K | 0.15% | 94 |
|
|
2021
Q2 | $6.84M | Sell |
95,859
-929
| -1% | -$66.3K | 0.13% | 115 |
|
|
2021
Q1 | $6.94M | Buy |
96,788
+3,105
| +3% | +$223K | 0.16% | 95 |
|
|
2020
Q4 | $5.23M | Sell |
93,683
-5,010
| -5% | -$280K | 0.13% | 114 |
|
|
2020
Q3 | $3.78M | Sell |
98,693
-437
| -0.4% | -$16.7K | 0.11% | 132 |
|
|
2020
Q2 | $3.78M | Buy |
99,130
+23,669
| +31% | +$902K | 0.12% | 125 |
|
|
2020
Q1 | $2.21M | Buy |
75,461
+15,264
| +25% | +$448K | 0.08% | 164 |
|
|
2019
Q4 | $4.32M | Sell |
60,197
-4,238
| -7% | -$304K | 0.13% | 118 |
|
|
2019
Q3 | $4.25M | Buy |
64,435
+1,574
| +3% | +$104K | 0.14% | 121 |
|
|
2019
Q2 | $4.57M | Sell |
62,861
-3,411
| -5% | -$248K | 0.14% | 105 |
|
|
2019
Q1 | $4.86M | Buy |
66,272
+48,620
| +275% | +$3.56M | 0.15% | 98 |
|
|
2018
Q4 | $1.21M | Buy |
+17,652
| New | +$1.21M | 0.05% | 177 |
|