Centennial Wealth Advisory’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $690K | Buy |
|
|||||
|
2025
Q2 | $615K | Sell |
|
|||||
|
2025
Q1 | $706K | Buy |
|
|||||
|
2024
Q4 | $549K | Buy |
|
|||||
|
2024
Q3 | $529K | Buy |
|
|||||
|
2024
Q2 | $427K | Buy |
|
|||||
|
2024
Q1 | $414K | Sell |
|
|||||
|
2023
Q4 | $425K | Buy |
|
|||||
|
2023
Q3 | $373K | Buy |
|
|||||
|
2023
Q2 | $400K | Sell |
|
|||||
|
2023
Q1 | $436K | Buy |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $328K | Buy |
|
|||||
|
2022
Q2 | $347K | Buy |
|