Oxler Private Wealth’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
Q3 | $324K | Buy |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $339K | Buy |
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|
2024
Q4 | $299K | Sell |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.82M | Buy |
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|
2022
Q1 | $1.87M | Sell |
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|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.5M | Hold |
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|
2021
Q1 | $1.55M | Hold |
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|
2020
Q4 | $1.55M | Buy |
|