HM Payson & Co’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $16.1K | Buy |
215
+79
| +58% | +$5.93K | ﹤0.01% | 817 |
|
|
2024
Q4 | $9.07K | Buy |
136
+1
| +0.7% | +$67 | ﹤0.01% | 848 |
|
|
2024
Q3 | $9.54K | Buy |
135
+20
| +17% | +$1.41K | ﹤0.01% | 841 |
|
|
2024
Q2 | $6.85K | Buy |
115
+4
| +4% | +$238 | ﹤0.01% | 870 |
|
|
2024
Q1 | $6.7K | Hold |
111
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $6.45K | Hold |
111
| – | – | ﹤0.01% | 851 |
|
|
2023
Q3 | $5.9K | Hold |
111
| – | – | ﹤0.01% | 866 |
|
|
2023
Q2 | $6.52K | Hold |
111
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $6.81K | Hold |
111
| – | – | ﹤0.01% | 833 |
|
|
2022
Q4 | $7.03K | Hold |
111
| – | – | ﹤0.01% | 778 |
|
|
2022
Q3 | $6K | Hold |
111
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $7K | Hold |
111
| – | – | ﹤0.01% | 855 |
|
|
2022
Q1 | $8K | Hold |
111
| – | – | ﹤0.01% | 861 |
|
|
2021
Q4 | $7K | Sell |
111
-75
| -40% | -$4.73K | ﹤0.01% | 901 |
|
|
2021
Q3 | $11K | Sell |
186
-112
| -38% | -$6.62K | ﹤0.01% | 825 |
|
|
2021
Q2 | $18K | Hold |
298
| – | – | ﹤0.01% | 752 |
|
|
2021
Q1 | $18K | Hold |
298
| – | – | ﹤0.01% | 773 |
|
|
2020
Q4 | $18K | Hold |
298
| – | – | ﹤0.01% | 786 |
|
|
2020
Q3 | $18K | Hold |
298
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $17K | Hold |
298
| – | – | ﹤0.01% | 685 |
|
|
2020
Q1 | $18K | Sell |
298
-56
| -16% | -$3.38K | ﹤0.01% | 664 |
|
|
2019
Q4 | $22K | Sell |
354
-60
| -14% | -$3.73K | ﹤0.01% | 706 |
|
|
2019
Q3 | $26K | Buy |
414
+191
| +86% | +$12K | ﹤0.01% | 689 |
|
|
2019
Q2 | $13K | Buy |
+223
| New | +$13K | ﹤0.01% | 781 |
|