HighMark 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
Q3 | $5.35K | Sell |
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|
2025
Q2 | $7K | Sell |
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|
2025
Q1 | $8.79K | Hold |
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|
2024
Q4 | $7.8K | Sell |
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|
2024
Q3 | $8.33K | Sell |
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|
2024
Q2 | $8.57K | Buy |
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|
2024
Q1 | $7.66K | Hold |
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|
2023
Q4 | $7.38K | Hold |
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|
2023
Q3 | $6.75K | Buy |
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|
2023
Q2 | $5.58K | Buy |
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|
2023
Q1 | $3.38K | Buy |
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|
2022
Q4 | $3.04K | Sell |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q3 | $5K | Sell |
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|
2021
Q2 | $6K | Sell |
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|
2021
Q1 | $8K | Sell |
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|
2020
Q4 | $9K | Buy |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $9K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $9K | Buy |
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