SWM
SilverOak Wealth Management’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Hold |
68,838
| – | – | 0.9% | 14 |
|
|
2025
Q1 | $5.17M | Hold |
68,838
| – | – | 1.12% | 14 |
|
|
2024
Q4 | $4.59M | Buy |
68,838
+13
| +0% | +$866 | 0.99% | 14 |
|
|
2024
Q3 | $4.86M | Hold |
68,825
| – | – | 1.09% | 12 |
|
|
2024
Q2 | $4.1M | Buy |
68,825
+12,735
| +23% | +$758K | 0.98% | 14 |
|
|
2024
Q1 | $3.38M | Sell |
56,090
-12,735
| -19% | -$768K | 0.84% | 15 |
|
|
2023
Q4 | $4M | Buy |
+68,825
| New | +$4M | 1.08% | 13 |
|