Morton Brown Family Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $93.6K | Sell |
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|
2024
Q3 | $138K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $126K | Hold |
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|
2023
Q4 | $128K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $439K | Hold |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $563K | Hold |
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|
2021
Q4 | $542K | Buy |
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