Carson Wealth (CWM LLC)’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.08M | Buy |
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|
2025
Q2 | $3.16M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $976K | Sell |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $897K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $463K | Sell |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q2 | $198K | Hold |
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|
2021
Q1 | $198K | Hold |
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|
2020
Q4 | $198K | Hold |
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|
2020
Q3 | $198K | Hold |
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|
2020
Q2 | $198K | Hold |
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|
2020
Q1 | $198K | Hold |
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|
2019
Q4 | $198K | Hold |
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|
2019
Q3 | $198K | Hold |
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|
2019
Q2 | $198K | Hold |
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|
2019
Q1 | $198K | Buy |
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|
2018
Q4 | $123K | Buy |
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|
2018
Q3 | $108K | Buy |
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | $68K | Sell |
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|
2017
Q4 | $127K | Sell |
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|
2017
Q3 | $131K | Buy |
|
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|
2017
Q2 | $116K | Hold |
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|
2017
Q1 | $112K | Sell |
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|
2016
Q4 | $285K | Hold |
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|
2016
Q3 | $271K | Buy |
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|
2016
Q2 | $233K | Buy |
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|
2016
Q1 | $209K | Sell |
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|
2015
Q4 | $213K | Buy |
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|
2015
Q3 | $172K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $209K | Sell |
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|
2014
Q4 | $538K | Buy |
|