SS&H 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
$589K Hold
2025
Q2
$513K Sell
2025
Q1
$630K Hold
2024
Q4
$660K Sell
2024
Q3
$649K Hold
2024
Q2
$553K Hold
2024
Q1
$596K Hold
2023
Q4
$605K Hold
2023
Q3
$450K Buy
2023
Q1
$449K Hold
2022
Q4
$691K Hold
2022
Q3
$735K Hold
2022
Q2
$759K Hold
2022
Q1
$935K Buy