AWM
Atticus Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93K | Sell |
100
-20
| -17% | -$1.39K | ﹤0.01% | 505 |
|
|
2025
Q1 | $9.01K | Hold |
120
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $8K | Hold |
120
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $8.48K | Hold |
120
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $7.14K | Hold |
120
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $7.24K | Hold |
120
| – | – | ﹤0.01% | 424 |
|
|
2023
Q4 | $6.97K | Hold |
120
| – | – | ﹤0.01% | 432 |
|
|
2023
Q3 | $6.37K | Hold |
120
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $7.05K | Hold |
120
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $7.37K | Hold |
120
| – | – | ﹤0.01% | 408 |
|
|
2022
Q4 | $7.6K | Hold |
120
| – | – | ﹤0.01% | 407 |
|
|
2022
Q3 | $8K | Hold |
120
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 423 |
|
|
2022
Q1 | $8K | Hold |
120
| – | – | ﹤0.01% | 421 |
|
|
2021
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 371 |
|