Crestwood Advisors 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 | $382K | Buy |
5,517
+179
| +3% | +$12.4K | 0.01% | 391 |
|
|
2025
Q1 | $401K | Sell |
5,338
-114
| -2% | -$8.56K | 0.01% | 372 |
|
|
2024
Q4 | $363K | Buy |
5,452
+1,105
| +25% | +$73.6K | 0.01% | 349 |
|
|
2024
Q3 | $307K | Buy |
4,347
+260
| +6% | +$18.4K | 0.01% | 362 |
|
|
2024
Q2 | $243K | Buy |
4,087
+69
| +2% | +$4.11K | 0.01% | 383 |
|
|
2024
Q1 | $242K | Sell |
4,018
-36
| -0.9% | -$2.17K | 0.01% | 383 |
|
|
2023
Q4 | $235K | Buy |
4,054
+34
| +0.8% | +$1.97K | 0.01% | 363 |
|
|
2023
Q3 | $214K | Buy |
+4,020
| New | +$214K | 0.01% | 339 |
|