Montag & Associates’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Hold |
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|
2025
Q1 | $82.6K | Hold |
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|
2024
Q4 | $73.3K | Hold |
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|
2024
Q3 | $77.7K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | $63.9K | Hold |
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|
2023
Q3 | $58.4K | Hold |
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|
2023
Q2 | $64.6K | Hold |
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|
2023
Q1 | $67.5K | Hold |
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|
2022
Q4 | $69.7K | Hold |
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|
2022
Q3 | $64K | Hold |
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|
2022
Q2 | $74K | Hold |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $72K | Hold |
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|
2021
Q3 | $66K | Hold |
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|
2021
Q2 | $65K | Hold |
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|
2021
Q1 | $67K | Hold |
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|
2020
Q4 | $67K | Buy |
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