Banque Cantonale Vaudoise’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$656K Sell
9,474
-42
-0.4% -$2.91K 0.03% 415
2025
Q1
$714K Buy
+9,516
New +$714K 0.03% 408
2024
Q3
$1.41M Buy
19,936
+5,937
+42% +$419K 0.06% 274
2024
Q2
$833K Buy
13,999
+8,265
+144% +$492K 0.03% 375
2024
Q1
$346K Sell
5,734
-11,320
-66% -$683K 0.01% 483
2023
Q4
$990K Buy
17,054
+9,306
+120% +$540K 0.04% 347
2023
Q3
$411K Sell
7,748
-2,752
-26% -$146K 0.02% 519
2023
Q2
$617K Buy
10,500
+155
+1% +$9.11K 0.03% 446
2023
Q1
$635K Hold
10,345
0.03% 399
2022
Q4
$655K Hold
10,345
0.03% 395
2022
Q3
$602K Sell
10,345
-10,300
-50% -$599K 0.03% 447
2022
Q2
$1.39M Buy
20,645
+7,100
+52% +$479K 0.07% 269
2022
Q1
$947K Sell
13,545
-39,995
-75% -$2.8M 0.04% 401
2021
Q4
$3.48M Hold
53,540
0.14% 144
2021
Q3
$3.2M Sell
53,540
-1,614
-3% -$96.4K 0.14% 142
2021
Q2
$3.26M Sell
55,154
-15,053
-21% -$889K 0.14% 147
2021
Q1
$4.3M Buy
70,207
+8,700
+14% +$533K 0.22% 95
2020
Q4
$3.75M Sell
61,507
-4,852
-7% -$296K 0.21% 100
2020
Q3
$4.08M Buy
66,359
+52,614
+383% +$3.23M 0.26% 73
2020
Q2
$803K Sell
13,745
-2,200
-14% -$129K 0.06% 296
2020
Q1
$936K Buy
15,945
+3,000
+23% +$176K 0.08% 238
2019
Q4
$814K Buy
+12,945
New +$814K 0.06% 324