BKM Wealth Management’s CMS Energy CMS Stock Holding History

BKM Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$506K	Sell
2025 Q2	$714K	Sell
2025 Q1	$797K	Buy
2024 Q4	$664K	Buy
2024 Q3	$666K	Buy
2024 Q2	$554K	Sell
2024 Q1	$828K	Buy
2023 Q4	$650K	Buy