Centennial Wealth Advisory’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 | $615K | Sell |
8,873
-528
| -6% | -$36.6K | 0.2% | 69 |
|
|
2025
Q1 | $706K | Buy |
9,401
+1,159
| +14% | +$87.1K | 0.26% | 47 |
|
|
2024
Q4 | $549K | Buy |
8,242
+759
| +10% | +$50.6K | 0.22% | 58 |
|
|
2024
Q3 | $529K | Buy |
7,483
+310
| +4% | +$21.9K | 0.21% | 56 |
|
|
2024
Q2 | $427K | Buy |
7,173
+308
| +4% | +$18.3K | 0.19% | 66 |
|
|
2024
Q1 | $414K | Sell |
6,865
-462
| -6% | -$27.9K | 0.19% | 74 |
|
|
2023
Q4 | $425K | Buy |
7,327
+305
| +4% | +$17.7K | 0.22% | 68 |
|
|
2023
Q3 | $373K | Buy |
7,022
+214
| +3% | +$11.4K | 0.2% | 78 |
|
|
2023
Q2 | $400K | Sell |
6,808
-296
| -4% | -$17.4K | 0.21% | 70 |
|
|
2023
Q1 | $436K | Buy |
7,104
+764
| +12% | +$46.9K | 0.23% | 63 |
|
|
2022
Q4 | $402K | Buy |
6,340
+710
| +13% | +$45K | 0.22% | 62 |
|
|
2022
Q3 | $328K | Buy |
5,630
+482
| +9% | +$28.1K | 0.19% | 62 |
|
|
2022
Q2 | $347K | Buy |
+5,148
| New | +$347K | 0.19% | 69 |
|