Vontobel Holding’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
3,874
-788
| -17% | -$54.6K | ﹤0.01% | 959 |
|
|
2025
Q1 | $350K | Buy |
4,662
+400
| +9% | +$30K | ﹤0.01% | 878 |
|
|
2024
Q4 | $284K | Hold |
4,262
| – | – | ﹤0.01% | 927 |
|
|
2024
Q3 | $301K | Buy |
4,262
+215
| +5% | +$15.2K | ﹤0.01% | 915 |
|
|
2024
Q2 | $241K | Sell |
4,047
-539
| -12% | -$32.1K | ﹤0.01% | 946 |
|
|
2024
Q1 | $277K | Sell |
4,586
-337
| -7% | -$20.3K | ﹤0.01% | 917 |
|
|
2023
Q4 | $286K | Sell |
4,923
-946
| -16% | -$54.9K | ﹤0.01% | 940 |
|
|
2023
Q3 | $312K | Buy |
+5,869
| New | +$312K | ﹤0.01% | 884 |
|
|
2021
Q4 | – | Sell |
-4,825
| Closed | -$288K | – | 1078 |
|
|
2021
Q3 | $288K | Hold |
4,825
| – | – | ﹤0.01% | 950 |
|
|
2021
Q2 | $284K | Hold |
4,825
| – | – | ﹤0.01% | 932 |
|
|
2021
Q1 | $296K | Sell |
4,825
-236
| -5% | -$14.5K | ﹤0.01% | 813 |
|
|
2020
Q4 | $286K | Buy |
+5,061
| New | +$286K | ﹤0.01% | 765 |
|