Laird Norton Wetherby Wealth Management’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
+4,429
| New | +$587K | 0.03% | 510 |
|
|
2024
Q4 | $540K | Sell |
4,474
-198
| -4% | -$23.9K | 0.03% | 503 |
|
|
2024
Q3 | $600K | Sell |
4,672
-13
| -0.3% | -$1.67K | 0.03% | 501 |
|
|
2024
Q2 | $520K | Sell |
4,685
-73
| -2% | -$8.1K | 0.02% | 521 |
|
|
2024
Q1 | $534K | Buy |
4,758
+8
| +0.2% | +$897 | 0.03% | 538 |
|
|
2023
Q4 | $524K | Buy |
4,750
+1,343
| +39% | +$148K | 0.03% | 527 |
|
|
2023
Q3 | $338K | Sell |
3,407
-1,698
| -33% | -$169K | 0.02% | 646 |
|
|
2023
Q2 | $562K | Sell |
5,105
-29
| -0.6% | -$3.19K | 0.03% | 497 |
|
|
2023
Q1 | $562K | Buy |
5,134
+1,417
| +38% | +$155K | 0.03% | 494 |
|
|
2022
Q4 | $437K | Buy |
3,717
+402
| +12% | +$47.2K | 0.03% | 563 |
|
|
2022
Q3 | $381K | Sell |
3,315
-361
| -10% | -$41.5K | 0.03% | 575 |
|
|
2022
Q2 | $466K | Buy |
3,676
+492
| +15% | +$62.4K | 0.03% | 536 |
|
|
2022
Q1 | $421K | Buy |
3,184
+213
| +7% | +$28.2K | 0.02% | 573 |
|
|
2021
Q4 | $355K | Sell |
2,971
-14
| -0.5% | -$1.67K | 0.02% | 640 |
|
|
2021
Q3 | $333K | Sell |
2,985
-549
| -16% | -$61.2K | 0.02% | 648 |
|
|
2021
Q2 | $390K | Buy |
3,534
+71
| +2% | +$7.84K | 0.02% | 603 |
|
|
2021
Q1 | $392K | Sell |
3,463
-107
| -3% | -$12.1K | 0.03% | 515 |
|
|
2020
Q4 | $369K | Buy |
3,570
+70
| +2% | +$7.24K | 0.03% | 571 |
|
|
2020
Q3 | $343K | Buy |
3,500
+26
| +0.7% | +$2.55K | 0.03% | 484 |
|
|
2020
Q2 | $318K | Sell |
3,474
-37
| -1% | -$3.39K | 0.03% | 491 |
|
|
2020
Q1 | $284K | Buy |
3,511
+421
| +14% | +$34.1K | 0.03% | 466 |
|
|
2019
Q4 | $342K | Buy |
3,090
+4
| +0.1% | +$443 | 0.03% | 498 |
|
|
2019
Q3 | $349K | Buy |
3,086
+38
| +1% | +$4.3K | 0.04% | 500 |
|
|
2019
Q2 | $332K | Buy |
3,048
+47
| +2% | +$5.12K | 0.04% | 501 |
|
|
2019
Q1 | $319K | Buy |
3,001
+87
| +3% | +$9.25K | 0.04% | 491 |
|
|
2018
Q4 | $274K | Buy |
2,914
+114
| +4% | +$10.7K | 0.04% | 492 |
|
|
2018
Q3 | $260K | Buy |
2,800
+42
| +2% | +$3.9K | 0.03% | 544 |
|
|
2018
Q2 | $243K | Sell |
2,758
-55
| -2% | -$4.85K | 0.03% | 533 |
|
|
2018
Q1 | $250K | Buy |
2,813
+60
| +2% | +$5.33K | 0.03% | 530 |
|
|
2017
Q4 | $256K | Buy |
2,753
+53
| +2% | +$4.93K | 0.04% | 507 |
|
|
2017
Q3 | $247K | Buy |
2,700
+216
| +9% | +$19.8K | 0.04% | 506 |
|
|
2017
Q2 | $224K | Buy |
2,484
+4
| +0.2% | +$361 | 0.04% | 502 |
|
|
2017
Q1 | $216K | Sell |
2,480
-16
| -0.6% | -$1.39K | 0.04% | 506 |
|
|
2016
Q4 | $209K | Buy |
+2,496
| New | +$209K | 0.04% | 494 |
|