AWA
Acorn Wealth Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
7,343
-145
| -2% | -$10K | 0.19% | 119 |
|
|
2025
Q1 | $562K | Buy |
7,488
+40
| +0.5% | +$3.01K | 0.23% | 95 |
|
|
2024
Q4 | $496K | Buy |
7,448
+46
| +0.6% | +$3.07K | 0.21% | 104 |
|
|
2024
Q3 | $523K | Sell |
7,402
-113
| -2% | -$7.98K | 0.22% | 86 |
|
|
2024
Q2 | $447K | Sell |
7,515
-66
| -0.9% | -$3.93K | 0.22% | 90 |
|
|
2024
Q1 | $457K | Sell |
7,581
-2,563
| -25% | -$155K | 0.24% | 88 |
|
|
2023
Q4 | $589K | Buy |
10,144
+65
| +0.6% | +$3.78K | 0.35% | 64 |
|
|
2023
Q3 | $535K | Buy |
10,079
+453
| +5% | +$24.1K | 0.36% | 63 |
|
|
2023
Q2 | $566K | Buy |
9,626
+305
| +3% | +$17.9K | 0.39% | 65 |
|
|
2023
Q1 | $572K | Buy |
9,321
+72
| +0.8% | +$4.42K | 0.42% | 56 |
|
|
2022
Q4 | $586K | Sell |
9,249
-3
| -0% | -$190 | 0.45% | 50 |
|
|
2022
Q3 | $539K | Buy |
9,252
+38
| +0.4% | +$2.21K | 0.44% | 51 |
|
|
2022
Q2 | $622K | Buy |
9,214
+352
| +4% | +$23.8K | 0.49% | 46 |
|
|
2022
Q1 | $620K | Buy |
8,862
+58
| +0.7% | +$4.06K | 0.43% | 55 |
|
|
2021
Q4 | $573K | Buy |
8,804
+58
| +0.7% | +$3.78K | 0.36% | 65 |
|
|
2021
Q3 | $522K | Buy |
8,746
+53
| +0.6% | +$3.16K | 0.37% | 66 |
|
|
2021
Q2 | $514K | Sell |
8,693
-132
| -1% | -$7.81K | 0.36% | 69 |
|
|
2021
Q1 | $540K | Buy |
8,825
+61
| +0.7% | +$3.73K | 0.39% | 65 |
|
|
2020
Q4 | $535K | Buy |
8,764
+51
| +0.6% | +$3.11K | 0.42% | 55 |
|
|
2020
Q3 | $535K | Buy |
8,713
+302
| +4% | +$18.5K | 0.47% | 50 |
|
|
2020
Q2 | $491K | Sell |
8,411
-196
| -2% | -$11.4K | 0.46% | 50 |
|
|
2020
Q1 | $506K | Buy |
8,607
+296
| +4% | +$17.4K | 0.57% | 43 |
|
|
2019
Q4 | $518K | Buy |
8,311
+34
| +0.4% | +$2.12K | 0.44% | 47 |
|
|
2019
Q3 | $501K | Buy |
8,277
+615
| +8% | +$37.2K | 0.43% | 47 |
|
|
2019
Q2 | $460K | Buy |
7,662
+12
| +0.2% | +$720 | 0.42% | 47 |
|
|
2019
Q1 | $421K | Buy |
7,650
+281
| +4% | +$15.5K | 0.38% | 54 |
|
|
2018
Q4 | $362K | Sell |
7,369
-1,201
| -14% | -$59K | 0.37% | 55 |
|
|
2018
Q3 | $414K | Buy |
8,570
+216
| +3% | +$10.4K | 0.41% | 53 |
|
|
2018
Q2 | $400K | Buy |
8,354
+31
| +0.4% | +$1.48K | 0.34% | 51 |
|
|
2018
Q1 | $394K | Buy |
8,323
+109
| +1% | +$5.16K | 0.34% | 50 |
|
|
2017
Q4 | $378K | Buy |
+8,214
| New | +$378K | 0.35% | 52 |
|