Pinnacle Wealth Management Group’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 | $318K | Sell |
|
|||||
|
2025
Q2 | $311K | Sell |
|
|||||
|
2025
Q1 | $349K | Sell |
|
|||||
|
2024
Q4 | $316K | Sell |
|
|||||
|
2024
Q3 | $339K | Buy |
|
|||||
|
2024
Q2 | $281K | Hold |
|
|||||
|
2024
Q1 | $285K | Sell |
|
|||||
|
2023
Q4 | $277K | Hold |
|
|||||
|
2023
Q3 | $254K | Hold |
|
|||||
|
2023
Q2 | $281K | Sell |
|
|||||
|
2023
Q1 | $354K | Hold |
|
|||||
|
2022
Q4 | $366K | Buy |
|
|||||
|
2022
Q3 | $317K | Sell |
|
|||||
|
2022
Q2 | $374K | Sell |
|
|||||
|
2022
Q1 | $451K | Sell |
|
|||||
|
2021
Q4 | $445K | Hold |
|
|||||
|
2021
Q3 | $409K | Hold |
|
|||||
|
2021
Q2 | $404K | Buy |
|