HighMark Wealth Management’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 | $7K | Sell |
101
-16
| -14% | -$1.11K | ﹤0.01% | 357 |
|
|
2025
Q1 | $8.79K | Hold |
117
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $7.8K | Sell |
117
-1
| -0.8% | -$67 | ﹤0.01% | 328 |
|
|
2024
Q3 | $8.33K | Sell |
118
-26
| -18% | -$1.84K | ﹤0.01% | 324 |
|
|
2024
Q2 | $8.57K | Buy |
144
+17
| +13% | +$1.01K | 0.01% | 308 |
|
|
2024
Q1 | $7.66K | Hold |
127
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $7.38K | Hold |
127
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $6.75K | Buy |
127
+32
| +34% | +$1.7K | 0.01% | 310 |
|
|
2023
Q2 | $5.58K | Buy |
95
+40
| +73% | +$2.35K | ﹤0.01% | 338 |
|
|
2023
Q1 | $3.38K | Buy |
55
+7
| +15% | +$430 | ﹤0.01% | 453 |
|
|
2022
Q4 | $3.04K | Sell |
48
-30
| -38% | -$1.9K | ﹤0.01% | 397 |
|
|
2022
Q3 | $5K | Sell |
78
-5
| -6% | -$321 | ﹤0.01% | 328 |
|
|
2022
Q2 | $6K | Buy |
83
+1
| +1% | +$72 | ﹤0.01% | 317 |
|
|
2022
Q1 | $6K | Sell |
82
-6
| -7% | -$439 | ﹤0.01% | 331 |
|
|
2021
Q4 | $6K | Buy |
88
+6
| +7% | +$409 | ﹤0.01% | 335 |
|
|
2021
Q3 | $5K | Sell |
82
-19
| -19% | -$1.16K | ﹤0.01% | 352 |
|
|
2021
Q2 | $6K | Sell |
101
-26
| -20% | -$1.55K | ﹤0.01% | 326 |
|
|
2021
Q1 | $8K | Sell |
127
-28
| -18% | -$1.76K | 0.01% | 263 |
|
|
2020
Q4 | $9K | Buy |
155
+5
| +3% | +$290 | 0.01% | 244 |
|
|
2020
Q3 | $9K | Hold |
150
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $9K | Buy |
150
+27
| +22% | +$1.62K | 0.01% | 215 |
|
|
2020
Q1 | $7K | Sell |
123
-34
| -22% | -$1.94K | 0.01% | 177 |
|
|
2019
Q4 | $9K | Buy |
+157
| New | +$9K | 0.01% | 219 |
|