Vest Financial’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,197
| Closed | -$2.49M | – | 406 |
|
|
2024
Q4 | $2.49M | Buy |
40,197
+15,481
| +63% | +$958K | 0.04% | 144 |
|
|
2024
Q3 | $1.48M | Buy |
24,716
+1,523
| +7% | +$91.2K | 0.03% | 184 |
|
|
2024
Q2 | $1.18M | Buy |
23,193
+6,236
| +37% | +$318K | 0.03% | 131 |
|
|
2024
Q1 | $932K | Sell |
16,957
-222,601
| -93% | -$12.2M | 0.02% | 136 |
|
|
2023
Q4 | $13.4M | Buy |
239,558
+27,833
| +13% | +$1.55M | 0.5% | 77 |
|
|
2023
Q3 | $8.8M | Buy |
211,725
+88,599
| +72% | +$3.68M | 0.48% | 100 |
|
|
2023
Q2 | $5.22M | Buy |
123,126
+92,189
| +298% | +$3.91M | 0.49% | 94 |
|
|
2023
Q1 | $1.34M | Buy |
+30,937
| New | +$1.34M | 0.18% | 107 |
|