Pathstone Holdings’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
90,131
-14,784
| -14% | -$882K | 0.02% | 519 |
|
|
2025
Q1 | $6.21M | Sell |
104,915
-988
| -0.9% | -$58.4K | 0.03% | 482 |
|
|
2024
Q4 | $6.55M | Sell |
105,903
-1,106
| -1% | -$68.4K | 0.03% | 456 |
|
|
2024
Q3 | $6.41M | Buy |
107,009
+4,282
| +4% | +$257K | 0.03% | 474 |
|
|
2024
Q2 | $5.24M | Buy |
102,727
+1,284
| +1% | +$65.6K | 0.02% | 509 |
|
|
2024
Q1 | $5.58M | Buy |
101,443
+46,190
| +84% | +$2.54M | 0.03% | 473 |
|
|
2023
Q4 | $3.09M | Buy |
+55,253
| New | +$3.09M | 0.02% | 576 |
|