Pinnacle Wealth Planning Services’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
Q4 | $102K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $13K | Buy |
|