Finer Wealth 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 | $624K | Hold |
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|
2025
Q1 | $676K | Hold |
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|
2024
Q4 | $600K | Hold |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $612K | Hold |
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|
2023
Q4 | $589K | Hold |
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|
2023
Q3 | $538K | Hold |
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|
2023
Q2 | $596K | Hold |
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|
2023
Q1 | $622K | Hold |
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|
2022
Q4 | $642K | Hold |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $684K | Sell |
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|
2022
Q1 | $900K | Hold |
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|
2021
Q4 | $837K | Buy |
|