Costello Asset Management’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
Q2 | $97.5K | Hold |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $93.8K | Hold |
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|
2024
Q3 | $99.4K | Hold |
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|
2024
Q2 | $83.8K | Hold |
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|
2024
Q1 | $85K | Hold |
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|
2023
Q4 | $81.8K | Hold |
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|
2023
Q3 | $74.8K | Hold |
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|
2023
Q2 | $82.7K | Hold |
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|
2023
Q1 | $86.4K | Hold |
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|
2022
Q4 | $89.2K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $92K | Hold |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $82K | Buy |
|