Plante Moran Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Hold |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $534K | Hold |
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|
2024
Q3 | $517K | Sell |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $362K | Hold |
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|
2022
Q2 | $373K | Sell |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $82K | Sell |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $63K | Hold |
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|
2019
Q4 | $153K | Sell |
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|
2019
Q3 | $192K | Hold |
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|
2019
Q2 | $211K | Hold |
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|
2019
Q1 | $213K | Sell |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $263K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $296K | Sell |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $194K | Buy |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $56K | Sell |
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|
2016
Q4 | $99K | Sell |
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|
2016
Q3 | $70K | Sell |
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|
2016
Q2 | $77K | Sell |
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|
2016
Q1 | $73K | Buy |
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|
2015
Q4 | $81K | Sell |
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|
2015
Q3 | $81K | Buy |
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|
2015
Q2 | $101K | Sell |
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|
2015
Q1 | $109K | Buy |
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|
2014
Q4 | $93K | Sell |
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|
2014
Q3 | $116K | Sell |
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|
2014
Q2 | $120K | Buy |
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|
2014
Q1 | $117K | Sell |
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|
2013
Q4 | $144K | Buy |
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|
2013
Q3 | $68K | Sell |
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|
2013
Q2 | $252K | Buy |
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