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J. Safra Sarasin Holding’s CMS Energy CMS Stock Holding History

J. Safra Sarasin Holding’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,168
Closed -$2.72M – 492
2025
Q1 		$2.72M Sell
36,168
-1,343
-4% -$101K 0.05% 183
2024
Q4 		$2.5M Buy
+37,511
New +$2.5M 0.04% 202