Acorn Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $496K | Buy |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $589K | Buy |
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|
2023
Q3 | $535K | Buy |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $620K | Buy |
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|
2021
Q4 | $573K | Buy |
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|
2021
Q3 | $522K | Buy |
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|
2021
Q2 | $514K | Sell |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $535K | Buy |
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|
2020
Q3 | $535K | Buy |
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|
2020
Q2 | $491K | Sell |
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|
2020
Q1 | $506K | Buy |
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|
2019
Q4 | $518K | Buy |
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|
2019
Q3 | $501K | Buy |
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|
2019
Q2 | $460K | Buy |
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|
2019
Q1 | $421K | Buy |
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|
2018
Q4 | $362K | Sell |
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|
2018
Q3 | $414K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $394K | Buy |
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|
2017
Q4 | $378K | Buy |
|