NewEdge Wealth’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.5M | Buy |
613,066
+42,331
| +7% | +$2.79M | 0.63% | 37 |
|
|
2025
Q1 | $33.7M | Buy |
570,735
+105,886
| +23% | +$6.25M | 0.61% | 43 |
|
|
2024
Q4 | $28.8M | Buy |
464,849
+30,397
| +7% | +$1.88M | 0.5% | 52 |
|
|
2024
Q3 | $26M | Sell |
434,452
-9,961
| -2% | -$597K | 0.47% | 61 |
|
|
2024
Q2 | $22.7M | Buy |
444,413
+15,824
| +4% | +$808K | 0.49% | 52 |
|
|
2024
Q1 | $22.2M | Buy |
428,589
+248,192
| +138% | +$12.9M | 0.5% | 49 |
|
|
2023
Q4 | $10.1M | Buy |
+180,397
| New | +$10.1M | 0.26% | 99 |
|