Farmers & Merchants Investments Inc’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 | $14.3K | Hold |
206
| – | – | ﹤0.01% | 632 |
|
|
2025
Q1 | $15.5K | Hold |
206
| – | – | ﹤0.01% | 597 |
|
|
2024
Q4 | $13.7K | Hold |
206
| – | – | ﹤0.01% | 636 |
|
|
2024
Q3 | $14.6K | Hold |
206
| – | – | ﹤0.01% | 634 |
|
|
2024
Q2 | $12.3K | Hold |
206
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $12.4K | Hold |
206
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $12K | Hold |
206
| – | – | ﹤0.01% | 601 |
|
|
2023
Q3 | $10.9K | Buy |
206
+15
| +8% | +$797 | ﹤0.01% | 605 |
|
|
2023
Q2 | $11.2K | Hold |
191
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $11.7K | Hold |
191
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $12.1K | Hold |
191
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $11K | Buy |
191
+35
| +22% | +$2.02K | ﹤0.01% | 616 |
|
|
2022
Q2 | $11K | Hold |
156
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $11K | Hold |
156
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $10K | Buy |
156
+10
| +7% | +$641 | ﹤0.01% | 751 |
|
|
2021
Q3 | $9K | Hold |
146
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $9K | Buy |
146
+3
| +2% | +$185 | ﹤0.01% | 677 |
|
|
2021
Q1 | $9K | Hold |
143
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $9K | Hold |
143
| – | – | ﹤0.01% | 623 |
|
|
2020
Q3 | $9K | Buy |
143
+5
| +4% | +$315 | ﹤0.01% | 565 |
|
|
2020
Q2 | $8K | Buy |
138
+8
| +6% | +$464 | ﹤0.01% | 586 |
|
|
2020
Q1 | $8K | Buy |
130
+2
| +2% | +$123 | ﹤0.01% | 534 |
|
|
2019
Q4 | $8K | Hold |
128
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $8K | Hold |
128
| – | – | ﹤0.01% | 607 |
|
|
2019
Q2 | $7K | Buy |
128
+19
| +17% | +$1.04K | ﹤0.01% | 642 |
|
|
2019
Q1 | $6K | Buy |
109
+25
| +30% | +$1.38K | ﹤0.01% | 670 |
|
|
2018
Q4 | $4K | Hold |
84
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $4K | Buy |
84
+9
| +12% | +$429 | ﹤0.01% | 744 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 741 |
|
|
2018
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 762 |
|
|
2017
Q4 | $4K | Buy |
75
+35
| +88% | +$1.87K | ﹤0.01% | 744 |
|
|
2017
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 788 |
|