WhitTier Trust Company’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 | $221K | Sell |
3,195
-49
| -2% | -$3.39K | 0.01% | 509 |
|
|
2025
Q1 | $244K | Buy |
3,244
+44
| +1% | +$3.31K | 0.01% | 491 |
|
|
2024
Q4 | $213K | Buy |
3,200
+283
| +10% | +$18.9K | 0.01% | 487 |
|
|
2024
Q3 | $206K | Sell |
2,917
-20
| -0.7% | -$1.41K | 0.01% | 473 |
|
|
2024
Q2 | $175K | Sell |
2,937
-33
| -1% | -$1.96K | ﹤0.01% | 478 |
|
|
2024
Q1 | $179K | Buy |
2,970
+65
| +2% | +$3.92K | 0.01% | 482 |
|
|
2023
Q4 | $169K | Buy |
2,905
+114
| +4% | +$6.62K | 0.01% | 490 |
|
|
2023
Q3 | $148K | Buy |
2,791
+64
| +2% | +$3.4K | 0.01% | 491 |
|
|
2023
Q2 | $160K | Sell |
2,727
-21
| -0.8% | -$1.23K | 0.01% | 493 |
|
|
2023
Q1 | $169K | Buy |
2,748
+255
| +10% | +$15.7K | 0.01% | 481 |
|
|
2022
Q4 | $158K | Buy |
2,493
+12
| +0.5% | +$760 | 0.01% | 483 |
|
|
2022
Q3 | $144K | Sell |
2,481
-193
| -7% | -$11.2K | 0.01% | 501 |
|
|
2022
Q2 | $180K | Buy |
2,674
+560
| +26% | +$37.7K | 0.01% | 475 |
|
|
2022
Q1 | $148K | Buy |
2,114
+552
| +35% | +$38.6K | 0.01% | 506 |
|
|
2021
Q4 | $102K | Buy |
1,562
+247
| +19% | +$16.1K | ﹤0.01% | 567 |
|
|
2021
Q3 | $79K | Buy |
1,315
+1,165
| +777% | +$70K | ﹤0.01% | 595 |
|
|
2021
Q2 | $9K | Buy |
+150
| New | +$9K | ﹤0.01% | 877 |
|