Manchester Capital 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 | $35.5K | Sell |
513
-3
| -0.6% | -$208 | ﹤0.01% | 623 |
|
|
2025
Q1 | $38.8K | Sell |
516
-36
| -7% | -$2.7K | ﹤0.01% | 592 |
|
|
2024
Q4 | $36.8K | Buy |
552
+24
| +5% | +$1.6K | ﹤0.01% | 602 |
|
|
2024
Q3 | $37.3K | Buy |
528
+36
| +7% | +$2.54K | ﹤0.01% | 586 |
|
|
2024
Q2 | $29.3K | Buy |
492
+388
| +373% | +$23.1K | ﹤0.01% | 597 |
|
|
2024
Q1 | $6.28K | Sell |
104
-31
| -23% | -$1.87K | ﹤0.01% | 698 |
|
|
2023
Q4 | $7.84K | Buy |
135
+119
| +744% | +$6.91K | ﹤0.01% | 636 |
|
|
2023
Q3 | $850 | Sell |
16
-23
| -59% | -$1.22K | ﹤0.01% | 851 |
|
|
2023
Q2 | $2.29K | Buy |
39
+30
| +333% | +$1.76K | ﹤0.01% | 724 |
|
|
2023
Q1 | $553 | Hold |
9
| – | – | ﹤0.01% | 990 |
|
|
2022
Q4 | $570 | Sell |
9
-40
| -82% | -$2.53K | ﹤0.01% | 891 |
|
|
2022
Q3 | $3K | Sell |
49
-2
| -4% | -$122 | ﹤0.01% | 566 |
|
|
2022
Q2 | $3K | Sell |
51
-1
| -2% | -$59 | ﹤0.01% | 610 |
|
|
2022
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 672 |
|
|
2021
Q4 | $3K | Sell |
52
-68
| -57% | -$3.92K | ﹤0.01% | 753 |
|
|
2021
Q3 | $7K | Buy |
120
+68
| +131% | +$3.97K | ﹤0.01% | 626 |
|
|
2021
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 623 |
|
|
2021
Q1 | $3K | Sell |
52
-66
| -56% | -$3.81K | ﹤0.01% | 557 |
|
|
2020
Q4 | $7K | Buy |
+118
| New | +$7K | ﹤0.01% | 499 |
|
|
2015
Q1 | – | Sell |
-528
| Closed | -$18K | – | 599 |
|
|
2014
Q4 | $18K | Hold |
528
| – | – | ﹤0.01% | 898 |
|
|
2014
Q3 | $16K | Hold |
528
| – | – | ﹤0.01% | 907 |
|
|
2014
Q2 | $16K | Hold |
528
| – | – | ﹤0.01% | 889 |
|
|
2014
Q1 | $15K | Hold |
528
| – | – | ﹤0.01% | 799 |
|
|
2013
Q4 | $14K | Hold |
528
| – | – | ﹤0.01% | 758 |
|
|
2013
Q3 | $14K | Hold |
528
| – | – | ﹤0.01% | 784 |
|
|
2013
Q2 | $14K | Buy |
+528
| New | +$14K | ﹤0.01% | 791 |
|