Laird Norton Wetherby Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Buy |
4,348
+3
| +0.1% | +$215 | 0.01% | 730 |
|
|
2025
Q2 | $301K | Buy |
+4,345
| New | +$310K | 0.01% | 720 |
|
|
2024
Q4 | $302K | Sell |
4,532
-393
| -8% | -$27K | 0.01% | 697 |
|
|
2024
Q3 | $348K | Sell |
4,925
-13
| -0.3% | -$853 | 0.02% | 678 |
|
|
2024
Q2 | $294K | Sell |
4,938
-386
| -7% | -$23.4K | 0.01% | 718 |
|
|
2024
Q1 | $321K | Buy |
5,324
+15
| +0.3% | +$869 | 0.02% | 719 |
|
|
2023
Q4 | $308K | Buy |
5,309
+145
| +3% | +$8.1K | 0.02% | 715 |
|
|
2023
Q3 | $274K | Sell |
5,164
-274
| -5% | -$15.9K | 0.02% | 712 |
|
|
2023
Q2 | $319K | Buy |
5,438
+108
| +2% | +$6.51K | 0.02% | 692 |
|
|
2023
Q1 | $327K | Buy |
5,330
+120
| +2% | +$7.38K | 0.02% | 673 |
|
|
2022
Q4 | $330K | Buy |
5,210
+874
| +20% | +$51.7K | 0.02% | 650 |
|
|
2022
Q3 | $253K | Buy |
4,336
+254
| +6% | +$17.1K | 0.02% | 718 |
|
|
2022
Q2 | $276K | Sell |
4,082
-13
| -0.3% | -$898 | 0.02% | 712 |
|
|
2022
Q1 | $286K | Buy |
4,095
+39
| +1% | +$2.53K | 0.02% | 726 |
|
|
2021
Q4 | $264K | Sell |
4,056
-31
| -0.8% | -$1.9K | 0.01% | 770 |
|
|
2021
Q3 | $244K | Buy |
4,087
+58
| +1% | +$3.62K | 0.02% | 789 |
|
|
2021
Q2 | $238K | Sell |
4,029
-131
| -3% | -$8.15K | 0.01% | 799 |
|
|
2021
Q1 | $255K | Sell |
4,160
-204
| -5% | -$11.7K | 0.02% | 674 |
|
|
2020
Q4 | $266K | Sell |
4,364
-648
| -13% | -$40.5K | 0.02% | 708 |
|
|
2020
Q3 | $308K | Buy |
5,012
+390
| +8% | +$23.9K | 0.03% | 517 |
|
|
2020
Q2 | $270K | Buy |
4,622
+73
| +2% | +$4.23K | 0.03% | 555 |
|
|
2020
Q1 | $267K | Buy |
4,549
+639
| +16% | +$40.9K | 0.03% | 481 |
|
|
2019
Q4 | $246K | Sell |
3,910
-509
| -12% | -$31.7K | 0.02% | 597 |
|
|
2019
Q3 | $283K | Buy |
4,419
+378
| +9% | +$22.9K | 0.03% | 564 |
|
|
2019
Q2 | $234K | Buy |
4,041
+20
| +0.5% | +$1.12K | 0.03% | 606 |
|
|
2019
Q1 | $223K | Buy |
+4,021
| New | +$212K | 0.03% | 590 |
|
|
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% | -$632 | 0.03% | 569 |
|
|
2018
Q1 | $215K | Buy |
4,741
+416
| +10% | +$18.3K | 0.03% | 590 |
|
|
2017
Q4 | $205K | Sell |
4,325
-963
| -18% | -$46.6K | 0.03% | 595 |
|
|
2017
Q3 | $245K | Buy |
5,288
+72
| +1% | +$3.4K | 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% | -$736 | 0.04% | 489 |
|
|
2016
Q4 | $215K | Buy |
+5,167
| New | +$211K | 0.04% | 484 |
|
Other funds holding CMS
