MA
CMA

Montag & Associates’s Comerica CMA Stock Holding History

Montag & Associates’s Portfolio CMA Stock Details CMA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$16.7K Buy
2023
Q2 		– Sell
2023
Q1 		$30.8K Hold
2022
Q4 		$47.1K Hold
2022
Q3 		$50K Buy
2017
Q3 		– Sell
2017
Q2 		$2.1M Sell
2017
Q1 		$2.24M Buy