Cerro Pacific Wealth Advisors’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 | $259K | Sell |
3,740
-565
| -13% | -$39.1K | 0.07% | 147 |
|
|
2025
Q1 | $287K | Buy |
4,305
+16
| +0.4% | +$1.07K | 0.09% | 131 |
|
|
2024
Q4 | $303K | Sell |
4,289
-88
| -2% | -$6.22K | 0.1% | 126 |
|
|
2024
Q3 | $261K | Hold |
4,377
| – | – | 0.1% | 128 |
|
|
2024
Q2 | $261K | Buy |
+4,377
| New | +$261K | 0.1% | 128 |
|
|
2023
Q1 | $214K | Buy |
+3,479
| New | +$214K | 0.12% | 137 |
|