Wealth Architects’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Sell |
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|
2025
Q1 | $267K | Sell |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $231K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $402K | Buy |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $393K | Sell |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $208K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $410K | Sell |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $416K | Sell |
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|
2019
Q1 | $452K | Sell |
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|
2018
Q4 | $432K | Sell |
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|
2018
Q3 | $585K | Buy |
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|
2018
Q2 | $588K | Sell |
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|
2018
Q1 | $759K | Hold |
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|
2017
Q4 | $687K | Sell |
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|
2017
Q3 | $748K | Hold |
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|
2017
Q2 | $718K | Buy |
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|
2017
Q1 | $342K | Hold |
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|
2016
Q4 | $340K | Sell |
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|
2016
Q3 | $260K | Buy |
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