JAG
Journey Advisory Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
4,050
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $304K | Hold |
4,050
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $241K | Hold |
4,050
| – | – | 0.03% | 206 |
|
|
2024
Q3 | $241K | Hold |
4,050
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $241K | Hold |
4,050
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $244K | Hold |
4,050
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $235K | Hold |
4,050
| – | – | 0.03% | 196 |
|
|
2023
Q3 | $215K | Hold |
4,050
| – | – | 0.03% | 202 |
|
|
2023
Q2 | $238K | Hold |
4,050
| – | – | 0.04% | 205 |
|
|
2023
Q1 | $249K | Buy |
4,050
+850
| +27% | +$52.2K | 0.04% | 208 |
|
|
2022
Q4 | $203K | Hold |
3,200
| – | – | 0.05% | 215 |
|
|
2022
Q3 | $186K | Buy |
+3,200
| New | +$186K | 0.05% | 228 |
|