Laird Norton Wetherby Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
+8,113
| New | +$484K | 0.02% | 573 |
|
|
2024
Q4 | $475K | Sell |
7,684
-485
| -6% | -$30K | 0.02% | 547 |
|
|
2024
Q3 | $489K | Sell |
8,169
-366
| -4% | -$21.9K | 0.02% | 566 |
|
|
2024
Q2 | $436K | Sell |
8,535
-309
| -3% | -$15.8K | 0.02% | 580 |
|
|
2024
Q1 | $486K | Buy |
8,844
+298
| +3% | +$16.4K | 0.02% | 561 |
|
|
2023
Q4 | $477K | Sell |
8,546
-227
| -3% | -$12.7K | 0.02% | 561 |
|
|
2023
Q3 | $365K | Sell |
8,773
-378
| -4% | -$15.7K | 0.02% | 623 |
|
|
2023
Q2 | $388K | Sell |
9,151
-625
| -6% | -$26.5K | 0.02% | 626 |
|
|
2023
Q1 | $424K | Sell |
9,776
-383
| -4% | -$16.6K | 0.02% | 594 |
|
|
2022
Q4 | $679K | Buy |
10,159
+139
| +1% | +$9.29K | 0.04% | 416 |
|
|
2022
Q3 | $712K | Buy |
10,020
+34
| +0.3% | +$2.42K | 0.05% | 368 |
|
|
2022
Q2 | $733K | Sell |
9,986
-108
| -1% | -$7.93K | 0.05% | 370 |
|
|
2022
Q1 | $913K | Sell |
10,094
-21
| -0.2% | -$1.9K | 0.05% | 335 |
|
|
2021
Q4 | $880K | Buy |
10,115
+9
| +0.1% | +$783 | 0.05% | 342 |
|
|
2021
Q3 | $814K | Buy |
10,106
+48
| +0.5% | +$3.87K | 0.05% | 351 |
|
|
2021
Q2 | $718K | Buy |
10,058
+97
| +1% | +$6.92K | 0.04% | 386 |
|
|
2021
Q1 | $714K | Sell |
9,961
-91
| -0.9% | -$6.52K | 0.05% | 341 |
|
|
2020
Q4 | $562K | Buy |
10,052
+114
| +1% | +$6.37K | 0.04% | 429 |
|
|
2020
Q3 | $380K | Buy |
9,938
+104
| +1% | +$3.98K | 0.03% | 445 |
|
|
2020
Q2 | $374K | Sell |
9,834
-1,627
| -14% | -$61.9K | 0.04% | 435 |
|
|
2020
Q1 | $336K | Buy |
11,461
+5,434
| +90% | +$159K | 0.04% | 416 |
|
|
2019
Q4 | $432K | Sell |
6,027
-96
| -2% | -$6.88K | 0.04% | 438 |
|
|
2019
Q3 | $404K | Buy |
6,123
+160
| +3% | +$10.6K | 0.04% | 462 |
|
|
2019
Q2 | $434K | Sell |
5,963
-163
| -3% | -$11.9K | 0.05% | 431 |
|
|
2019
Q1 | $449K | Buy |
6,126
+278
| +5% | +$20.4K | 0.06% | 395 |
|
|
2018
Q4 | $402K | Buy |
5,848
+407
| +7% | +$28K | 0.06% | 383 |
|
|
2018
Q3 | $490K | Buy |
5,441
+66
| +1% | +$5.94K | 0.06% | 368 |
|
|
2018
Q2 | $489K | Sell |
5,375
-55
| -1% | -$5K | 0.07% | 345 |
|
|
2018
Q1 | $521K | Sell |
5,430
-498
| -8% | -$47.8K | 0.07% | 333 |
|
|
2017
Q4 | $514K | Buy |
5,928
+831
| +16% | +$72.1K | 0.07% | 337 |
|
|
2017
Q3 | $389K | Buy |
5,097
+36
| +0.7% | +$2.75K | 0.06% | 394 |
|
|
2017
Q2 | $371K | Buy |
5,061
+91
| +2% | +$6.67K | 0.06% | 375 |
|
|
2017
Q1 | $341K | Sell |
4,970
-272
| -5% | -$18.7K | 0.06% | 391 |
|
|
2016
Q4 | $357K | Sell |
5,242
-79
| -1% | -$5.38K | 0.07% | 359 |
|
|
2016
Q3 | $252K | Buy |
5,321
+60
| +1% | +$2.84K | 0.05% | 430 |
|
|
2016
Q2 | $216K | Buy |
+5,261
| New | +$216K | 0.05% | 444 |
|
|
2015
Q3 | – | Sell |
-4,543
| Closed | -$233K | – | 461 |
|
|
2015
Q2 | $233K | Buy |
4,543
+4
| +0.1% | +$205 | 0.06% | 389 |
|
|
2015
Q1 | $205K | Buy |
+4,539
| New | +$205K | 0.05% | 433 |
|
|
2014
Q3 | – | Sell |
-4,130
| Closed | -$208K | – | 434 |
|
|
2014
Q2 | $208K | Sell |
4,130
-95
| -2% | -$4.79K | 0.06% | 397 |
|
|
2014
Q1 | $219K | Sell |
4,225
-125
| -3% | -$6.48K | 0.06% | 374 |
|
|
2013
Q4 | $207K | Buy |
+4,350
| New | +$207K | 0.06% | 392 |
|