SWM
Shakespeare Wealth Management’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
8,801
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $520K | Sell |
8,801
-550
| -6% | -$32.5K | 0.14% | 63 |
|
|
2024
Q4 | $578K | Hold |
9,351
| – | – | 0.16% | 51 |
|
|
2024
Q3 | $560K | Buy |
9,351
+490
| +6% | +$29.4K | 0.15% | 63 |
|
|
2024
Q2 | $452K | Sell |
8,861
-209
| -2% | -$10.7K | 0.13% | 62 |
|
|
2024
Q1 | $499K | Sell |
9,070
-255
| -3% | -$14K | 0.14% | 56 |
|
|
2023
Q4 | $520K | Hold |
9,325
| – | – | 0.16% | 56 |
|
|
2023
Q3 | $387K | Hold |
9,325
| – | – | 0.14% | 60 |
|
|
2023
Q2 | $395K | Hold |
9,325
| – | – | 0.14% | 58 |
|
|
2023
Q1 | $405K | Hold |
9,325
| – | – | 0.14% | 56 |
|
|
2022
Q4 | $623K | Sell |
9,325
-18
| -0.2% | -$1.2K | 0.23% | 41 |
|
|
2022
Q3 | $664K | Hold |
9,343
| – | – | 0.28% | 39 |
|
|
2022
Q2 | $710K | Hold |
9,343
| – | – | 0.29% | 38 |
|
|
2022
Q1 | $834K | Buy |
9,343
+18
| +0.2% | +$1.61K | 0.3% | 37 |
|
|
2021
Q4 | $811K | Hold |
9,325
| – | – | 0.29% | 37 |
|
|
2021
Q3 | $770K | Hold |
9,325
| – | – | 0.3% | 37 |
|
|
2021
Q2 | $674K | Hold |
9,325
| – | – | 0.26% | 40 |
|
|
2021
Q1 | $669K | Hold |
9,325
| – | – | 0.28% | 39 |
|
|
2020
Q4 | $521K | Sell |
9,325
-6,643
| -42% | -$371K | 0.23% | 44 |
|
|
2020
Q3 | $611K | Hold |
15,968
| – | – | 0.32% | 40 |
|
|
2020
Q2 | $608K | Hold |
15,968
| – | – | 0.36% | 36 |
|
|
2020
Q1 | $469K | Hold |
15,968
| – | – | 0.32% | 41 |
|
|
2019
Q4 | $1.15M | Hold |
15,968
| – | – | 0.62% | 35 |
|
|
2019
Q3 | $1.05M | Hold |
15,968
| – | – | 0.61% | 34 |
|
|
2019
Q2 | $1.16M | Buy |
+15,968
| New | +$1.16M | 0.75% | 30 |
|