Carson Wealth (CWM LLC)’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
23,848
+1,636
| +7% | +$217K | 0.01% | 758 |
|
|
2025
Q1 | $3.07M | Buy |
22,212
+5,972
| +37% | +$826K | 0.01% | 679 |
|
|
2024
Q4 | $1.96M | Buy |
16,240
+7,261
| +81% | +$877K | 0.01% | 790 |
|
|
2024
Q3 | $1.15M | Buy |
8,979
+186
| +2% | +$23.9K | 0.01% | 944 |
|
|
2024
Q2 | $976K | Sell |
8,793
-1,058
| -11% | -$117K | ﹤0.01% | 903 |
|
|
2024
Q1 | $1.11M | Sell |
9,851
-1,405
| -12% | -$158K | 0.01% | 811 |
|
|
2023
Q4 | $1.24M | Sell |
11,256
-763
| -6% | -$84.1K | 0.01% | 717 |
|
|
2023
Q3 | $1.19M | Sell |
12,019
-1,607
| -12% | -$160K | 0.01% | 676 |
|
|
2023
Q2 | $1.5M | Buy |
13,626
+3,037
| +29% | +$334K | 0.01% | 586 |
|
|
2023
Q1 | $1.16M | Buy |
10,589
+2,956
| +39% | +$324K | 0.01% | 624 |
|
|
2022
Q4 | $897K | Buy |
7,633
+2,483
| +48% | +$292K | 0.01% | 648 |
|
|
2022
Q3 | $592K | Buy |
5,150
+1,497
| +41% | +$172K | ﹤0.01% | 701 |
|
|
2022
Q2 | $463K | Sell |
3,653
-1,229
| -25% | -$156K | ﹤0.01% | 756 |
|
|
2022
Q1 | $645K | Buy |
4,882
+331
| +7% | +$43.7K | ﹤0.01% | 654 |
|
|
2021
Q4 | $544K | Buy |
+4,551
| New | +$544K | ﹤0.01% | 703 |
|
|
2021
Q2 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2021
Q1 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2020
Q4 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2020
Q3 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2020
Q2 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2020
Q1 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2019
Q4 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2019
Q3 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2019
Q2 | $198K | Hold |
1,799
| – | – | ﹤0.01% | 910 |
|
|
2019
Q1 | $198K | Buy |
1,799
+492
| +38% | +$54.2K | ﹤0.01% | 910 |
|
|
2018
Q4 | $123K | Buy |
1,307
+139
| +12% | +$13.1K | ﹤0.01% | 688 |
|
|
2018
Q3 | $108K | Buy |
1,168
+367
| +46% | +$33.9K | ﹤0.01% | 604 |
|
|
2018
Q2 | $71K | Buy |
801
+38
| +5% | +$3.37K | ﹤0.01% | 571 |
|
|
2018
Q1 | $68K | Sell |
763
-599
| -44% | -$53.4K | ﹤0.01% | 501 |
|
|
2017
Q4 | $127K | Sell |
1,362
-76
| -5% | -$7.09K | 0.01% | 398 |
|
|
2017
Q3 | $131K | Buy |
1,438
+149
| +12% | +$13.6K | 0.01% | 376 |
|
|
2017
Q2 | $116K | Hold |
1,289
| – | – | 0.01% | 371 |
|
|
2017
Q1 | $112K | Sell |
1,289
-2,109
| -62% | -$183K | 0.01% | 353 |
|
|
2016
Q4 | $285K | Hold |
3,398
| – | – | 0.02% | 247 |
|
|
2016
Q3 | $271K | Buy |
3,398
+631
| +23% | +$50.3K | 0.02% | 232 |
|
|
2016
Q2 | $233K | Buy |
2,767
+59
| +2% | +$4.97K | 0.02% | 233 |
|
|
2016
Q1 | $209K | Sell |
2,708
-419
| -13% | -$32.3K | 0.02% | 226 |
|
|
2015
Q4 | $213K | Buy |
3,127
+620
| +25% | +$42.2K | 0.02% | 221 |
|
|
2015
Q3 | $172K | Buy |
+2,507
| New | +$172K | 0.02% | 216 |
|
|
2015
Q2 | – | Sell |
-3,041
| Closed | -$209K | – | 187 |
|
|
2015
Q1 | $209K | Sell |
3,041
-4,275
| -58% | -$294K | 0.02% | 176 |
|
|
2014
Q4 | $538K | Buy |
+7,316
| New | +$538K | 0.07% | 140 |
|