PWMG
Pinnacle Wealth Management Group’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
4,495
-150
| -3% | -$10.4K | 0.18% | 91 |
|
|
2025
Q1 | $349K | Sell |
4,645
-100
| -2% | -$7.51K | 0.24% | 71 |
|
|
2024
Q4 | $316K | Sell |
4,745
-50
| -1% | -$3.33K | 0.2% | 86 |
|
|
2024
Q3 | $339K | Buy |
4,795
+70
| +1% | +$4.94K | 0.21% | 86 |
|
|
2024
Q2 | $281K | Hold |
4,725
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $285K | Sell |
4,725
-50
| -1% | -$3.02K | 0.21% | 85 |
|
|
2023
Q4 | $277K | Hold |
4,775
| – | – | 0.23% | 80 |
|
|
2023
Q3 | $254K | Hold |
4,775
| – | – | 0.23% | 80 |
|
|
2023
Q2 | $281K | Sell |
4,775
-1,000
| -17% | -$58.8K | 0.25% | 77 |
|
|
2023
Q1 | $354K | Hold |
5,775
| – | – | 0.31% | 66 |
|
|
2022
Q4 | $366K | Buy |
5,775
+330
| +6% | +$20.9K | 0.32% | 67 |
|
|
2022
Q3 | $317K | Sell |
5,445
-100
| -2% | -$5.82K | 0.28% | 76 |
|
|
2022
Q2 | $374K | Sell |
5,545
-898
| -14% | -$60.6K | 0.31% | 76 |
|
|
2022
Q1 | $451K | Sell |
6,443
-400
| -6% | -$28K | 0.34% | 69 |
|
|
2021
Q4 | $445K | Hold |
6,843
| – | – | 0.33% | 72 |
|
|
2021
Q3 | $409K | Hold |
6,843
| – | – | 0.31% | 78 |
|
|
2021
Q2 | $404K | Buy |
+6,843
| New | +$404K | 0.29% | 84 |
|