FRA
Frank Rimerman Advisors’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Sell |
3,971
-1,051
| -21% | -$72.8K | 0.02% | 475 |
|
|
2025
Q1 | $377K | Buy |
5,022
+353
| +8% | +$26.5K | 0.03% | 364 |
|
|
2024
Q4 | $311K | Buy |
4,669
+556
| +14% | +$37.1K | 0.02% | 402 |
|
|
2024
Q3 | $291K | Hold |
4,113
| – | – | 0.02% | 430 |
|
|
2024
Q2 | $245K | Buy |
4,113
+4,076
| +11,016% | +$243K | 0.02% | 487 |
|
|
2024
Q1 | $2.23K | Hold |
37
| – | – | ﹤0.01% | 272 |
|
|
2023
Q4 | $2.15K | Buy |
+37
| New | +$2.15K | ﹤0.01% | 259 |
|