Plante Moran Financial Advisors’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
3,918
-1,429
| -27% | -$85.2K | 0.02% | 148 |
|
|
2025
Q1 | $316K | Sell |
5,347
-3,291
| -38% | -$194K | 0.03% | 117 |
|
|
2024
Q4 | $534K | Hold |
8,638
| – | – | 0.04% | 79 |
|
|
2024
Q3 | $517K | Sell |
8,638
-6,114
| -41% | -$366K | 0.04% | 78 |
|
|
2024
Q2 | $753K | Buy |
14,752
+9,889
| +203% | +$505K | 0.08% | 55 |
|
|
2024
Q1 | $267K | Sell |
4,863
-1,085
| -18% | -$59.7K | 0.03% | 142 |
|
|
2023
Q4 | $332K | Buy |
5,948
+822
| +16% | +$45.9K | 0.03% | 113 |
|
|
2023
Q3 | $213K | Buy |
5,126
+504
| +11% | +$20.9K | 0.03% | 140 |
|
|
2023
Q2 | $196K | Sell |
4,622
-464
| -9% | -$19.7K | 0.02% | 158 |
|
|
2023
Q1 | $221K | Sell |
5,086
-19,957
| -80% | -$867K | 0.03% | 135 |
|
|
2022
Q4 | $1.67M | Buy |
25,043
+19,957
| +392% | +$1.33M | 0.24% | 31 |
|
|
2022
Q3 | $362K | Hold |
5,086
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $373K | Sell |
5,086
-1,133
| -18% | -$83.1K | 0.06% | 96 |
|
|
2022
Q1 | $562K | Buy |
6,219
+2,307
| +59% | +$208K | 0.11% | 75 |
|
|
2021
Q4 | $340K | Sell |
3,912
-897
| -19% | -$78K | 0.06% | 124 |
|
|
2021
Q3 | $387K | Buy |
4,809
+2,627
| +120% | +$211K | 0.09% | 116 |
|
|
2021
Q2 | $156K | Buy |
2,182
+50
| +2% | +$3.58K | 0.04% | 206 |
|
|
2021
Q1 | $153K | Hold |
2,132
| – | – | 0.04% | 199 |
|
|
2020
Q4 | $119K | Hold |
2,132
| – | – | 0.04% | 226 |
|
|
2020
Q3 | $82K | Sell |
2,132
-16
| -0.7% | -$615 | 0.03% | 257 |
|
|
2020
Q2 | $82K | Buy |
2,148
+16
| +0.8% | +$611 | 0.03% | 233 |
|
|
2020
Q1 | $63K | Hold |
2,132
| – | – | 0.03% | 235 |
|
|
2019
Q4 | $153K | Sell |
2,132
-774
| -27% | -$55.5K | 0.05% | 185 |
|
|
2019
Q3 | $192K | Hold |
2,906
| – | – | 0.06% | 163 |
|
|
2019
Q2 | $211K | Hold |
2,906
| – | – | 0.06% | 141 |
|
|
2019
Q1 | $213K | Sell |
2,906
-1,000
| -26% | -$73.3K | 0.07% | 140 |
|
|
2018
Q4 | $268K | Buy |
3,906
+988
| +34% | +$67.8K | 0.09% | 115 |
|
|
2018
Q3 | $263K | Buy |
2,918
+12
| +0.4% | +$1.08K | 0.09% | 127 |
|
|
2018
Q2 | $264K | Sell |
2,906
-181
| -6% | -$16.4K | 0.13% | 125 |
|
|
2018
Q1 | $296K | Sell |
3,087
-544
| -15% | -$52.2K | 0.16% | 112 |
|
|
2017
Q4 | $315K | Buy |
3,631
+1,088
| +43% | +$94.4K | 0.17% | 97 |
|
|
2017
Q3 | $194K | Buy |
2,543
+574
| +29% | +$43.8K | 0.12% | 133 |
|
|
2017
Q2 | $144K | Buy |
1,969
+1,150
| +140% | +$84.1K | 0.09% | 154 |
|
|
2017
Q1 | $56K | Sell |
819
-639
| -44% | -$43.7K | 0.03% | 294 |
|
|
2016
Q4 | $99K | Sell |
1,458
-26
| -2% | -$1.77K | 0.06% | 215 |
|
|
2016
Q3 | $70K | Sell |
1,484
-376
| -20% | -$17.7K | 0.05% | 258 |
|
|
2016
Q2 | $77K | Sell |
1,860
-73
| -4% | -$3.02K | 0.06% | 225 |
|
|
2016
Q1 | $73K | Buy |
1,933
+2
| +0.1% | +$76 | 0.06% | 211 |
|
|
2015
Q4 | $81K | Sell |
1,931
-31
| -2% | -$1.3K | 0.06% | 215 |
|
|
2015
Q3 | $81K | Buy |
1,962
+2
| +0.1% | +$83 | 0.06% | 208 |
|
|
2015
Q2 | $101K | Sell |
1,960
-448
| -19% | -$23.1K | 0.07% | 189 |
|
|
2015
Q1 | $109K | Buy |
2,408
+419
| +21% | +$19K | 0.08% | 178 |
|
|
2014
Q4 | $93K | Sell |
1,989
-334
| -14% | -$15.6K | 0.07% | 193 |
|
|
2014
Q3 | $116K | Sell |
2,323
-64
| -3% | -$3.2K | 0.1% | 153 |
|
|
2014
Q2 | $120K | Buy |
2,387
+125
| +6% | +$6.28K | 0.11% | 130 |
|
|
2014
Q1 | $117K | Sell |
2,262
-773
| -25% | -$40K | 0.13% | 103 |
|
|
2013
Q4 | $144K | Buy |
3,035
+1,299
| +75% | +$61.6K | 0.08% | 113 |
|
|
2013
Q3 | $68K | Sell |
1,736
-4,593
| -73% | -$180K | 0.04% | 162 |
|
|
2013
Q2 | $252K | Buy |
+6,329
| New | +$252K | 0.19% | 53 |
|