Carson Wealth (CWM LLC)’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
13,138
-1,630
| -11% | -$113K | ﹤0.01% | 1286 |
|
|
2025
Q1 | $1.11M | Buy |
14,768
+1,600
| +12% | +$120K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $878K | Buy |
13,168
+761
| +6% | +$50.7K | ﹤0.01% | 1149 |
|
|
2024
Q3 | $876K | Buy |
12,407
+2,959
| +31% | +$209K | ﹤0.01% | 1112 |
|
|
2024
Q2 | $562K | Sell |
9,448
-838
| -8% | -$49.8K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $621K | Sell |
10,286
-1,628
| -14% | -$98.3K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $692K | Buy |
11,914
+119
| +1% | +$6.91K | ﹤0.01% | 945 |
|
|
2023
Q3 | $626K | Buy |
11,795
+76
| +0.6% | +$4.03K | ﹤0.01% | 907 |
|
|
2023
Q2 | $689K | Buy |
11,719
+4,002
| +52% | +$235K | ﹤0.01% | 838 |
|
|
2023
Q1 | $474K | Buy |
7,717
+513
| +7% | +$31.5K | ﹤0.01% | 904 |
|
|
2022
Q4 | $456K | Buy |
7,204
+5,302
| +279% | +$336K | ﹤0.01% | 836 |
|
|
2022
Q3 | $111K | Buy |
1,902
+165
| +9% | +$9.63K | ﹤0.01% | 1291 |
|
|
2022
Q2 | $117K | Buy |
1,737
+601
| +53% | +$40.5K | ﹤0.01% | 1250 |
|
|
2022
Q1 | $79K | Buy |
1,136
+96
| +9% | +$6.68K | ﹤0.01% | 1417 |
|
|
2021
Q4 | $68K | Buy |
+1,040
| New | +$68K | ﹤0.01% | 1448 |
|
|
2021
Q2 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2021
Q1 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2020
Q4 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2020
Q3 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2020
Q2 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2020
Q1 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q4 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q3 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q2 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1282 |
|
|
2019
Q1 | $66K | Buy |
1,114
+861
| +340% | +$51K | ﹤0.01% | 1282 |
|
|
2018
Q4 | $13K | Buy |
253
+144
| +132% | +$7.4K | ﹤0.01% | 1241 |
|
|
2018
Q3 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 1332 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$2K | – | 1210 |
|
|
2017
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 973 |
|