Pathstone Holdings’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 | $2.15M | Buy |
31,035
+2,569
| +9% | +$178K | 0.01% | 958 |
|
|
2025
Q1 | $2.14M | Buy |
28,466
+2,195
| +8% | +$165K | 0.01% | 946 |
|
|
2024
Q4 | $1.75M | Buy |
26,271
+1,761
| +7% | +$117K | 0.01% | 1053 |
|
|
2024
Q3 | $1.73M | Sell |
24,510
-65
| -0.3% | -$4.59K | 0.01% | 1058 |
|
|
2024
Q2 | $1.46M | Buy |
24,575
+1,265
| +5% | +$75.3K | 0.01% | 1087 |
|
|
2024
Q1 | $1.41M | Sell |
23,310
-848
| -4% | -$51.2K | 0.01% | 1074 |
|
|
2023
Q4 | $1.4M | Buy |
+24,158
| New | +$1.4M | 0.01% | 893 |
|