Laird Norton Wetherby Wealth Management’s CMS Energy CMS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy	+4,345	New	+$301K	0.01%	719
2024 Q4	$302K	Sell	4,532 -393	-8%	-$26.2K	0.01%	697
2024 Q3	$348K	Sell	4,925 -13	-0.3%	-$918	0.02%	678
2024 Q2	$294K	Sell	4,938 -386	-7%	-$23K	0.01%	714
2024 Q1	$321K	Buy	5,324 +15	+0.3%	+$905	0.02%	715
2023 Q4	$308K	Buy	5,309 +145	+3%	+$8.42K	0.02%	712
2023 Q3	$274K	Sell	5,164 -274	-5%	-$14.6K	0.02%	710
2023 Q2	$319K	Buy	5,438 +108	+2%	+$6.35K	0.02%	689
2023 Q1	$327K	Buy	5,330 +120	+2%	+$7.37K	0.02%	672
2022 Q4	$330K	Buy	5,210 +874	+20%	+$55.4K	0.02%	648
2022 Q3	$253K	Buy	4,336 +254	+6%	+$14.8K	0.02%	716
2022 Q2	$276K	Sell	4,082 -13	-0.3%	-$879	0.02%	711
2022 Q1	$286K	Buy	4,095 +39	+1%	+$2.72K	0.02%	722
2021 Q4	$264K	Sell	4,056 -31	-0.8%	-$2.02K	0.01%	759
2021 Q3	$244K	Buy	4,087 +58	+1%	+$3.46K	0.02%	770
2021 Q2	$238K	Sell	4,029 -131	-3%	-$7.74K	0.01%	786
2021 Q1	$255K	Sell	4,160 -204	-5%	-$12.5K	0.02%	674
2020 Q4	$266K	Sell	4,364 -648	-13%	-$39.5K	0.02%	698
2020 Q3	$308K	Buy	5,012 +390	+8%	+$24K	0.03%	516
2020 Q2	$270K	Buy	4,622 +73	+2%	+$4.26K	0.03%	555
2020 Q1	$267K	Buy	4,549 +639	+16%	+$37.5K	0.03%	480
2019 Q4	$246K	Sell	3,910 -509	-12%	-$32K	0.02%	596
2019 Q3	$283K	Buy	4,419 +378	+9%	+$24.2K	0.03%	563
2019 Q2	$234K	Buy	4,041 +20	+0.5%	+$1.16K	0.03%	605
2019 Q1	$223K	Buy	+4,021	New	+$223K	0.03%	588
2018 Q4	–	Sell	-4,683	Closed	-$229K	–	650
2018 Q3	$229K	Sell	4,683 -44	-0.9%	-$2.15K	0.03%	580
2018 Q2	$223K	Sell	4,727 -14	-0.3%	-$660	0.03%	569
2018 Q1	$215K	Buy	4,741 +416	+10%	+$18.9K	0.03%	590
2017 Q4	$205K	Sell	4,325 -963	-18%	-$45.6K	0.03%	595
2017 Q3	$245K	Buy	5,288 +72	+1%	+$3.34K	0.04%	511
2017 Q2	$241K	Buy	5,216 +66	+1%	+$3.05K	0.04%	489
2017 Q1	$230K	Sell	5,150 -17	-0.3%	-$759	0.04%	489
2016 Q4	$215K	Buy	+5,167	New	+$215K	0.04%	484