UMB Bank’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
Q2 | $40K | Buy |
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|
2025
Q1 | $33K | Buy |
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|
2024
Q4 | $21.7K | Buy |
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|
2024
Q3 | $8.33K | Buy |
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|
2024
Q2 | $6.43K | Buy |
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|
2024
Q1 | $3.02K | Hold |
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|
2023
Q4 | $2.9K | Buy |
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|
2023
Q3 | $2.55K | Sell |
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|
2023
Q2 | $5.7K | Buy |
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|
2023
Q1 | $4.79K | Sell |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $9K | Buy |
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