Cornerstone Planning Group’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 | $7.12K | Buy |
96
+26
| +37% | +$1.93K | ﹤0.01% | 637 |
|
|
2025
Q1 | $5.15K | Buy |
70
+15
| +27% | +$1.1K | ﹤0.01% | 726 |
|
|
2024
Q4 | $3.7K | Buy |
55
+5
| +10% | +$336 | ﹤0.01% | 645 |
|
|
2024
Q3 | $3.48K | Buy |
50
+6
| +14% | +$417 | ﹤0.01% | 650 |
|
|
2024
Q2 | $2.84K | Buy |
44
+1
| +2% | +$65 | ﹤0.01% | 693 |
|
|
2024
Q1 | $2.65K | Buy |
43
+11
| +34% | +$677 | ﹤0.01% | 615 |
|
|
2023
Q4 | $1.86K | Sell |
32
-8
| -20% | -$465 | ﹤0.01% | 651 |
|
|
2023
Q3 | $2.12K | Hold |
40
| – | – | ﹤0.01% | 647 |
|
|
2023
Q2 | $2.35K | Buy |
+40
| New | +$2.35K | ﹤0.01% | 1114 |
|
|
2022
Q4 | $4.16K | Buy |
+68
| New | +$4.16K | ﹤0.01% | 968 |
|