LNWTC
Laird Norton Wetherby Trust Company’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,000
| Closed | -$463K | – | 95 |
|
2023
Q3 | $463K | Hold |
7,000
| – | – | 0.06% | 68 |
|
2023
Q2 | $509K | Hold |
7,000
| – | – | 0.06% | 63 |
|
2023
Q1 | $484K | Hold |
7,000
| – | – | 0.06% | 65 |
|
2022
Q4 | $401K | Buy |
+7,000
| New | +$401K | 0.06% | 66 |
|
2022
Q3 | – | Sell |
-7,000
| Closed | -$382K | – | 74 |
|
2022
Q2 | $382K | Hold |
7,000
| – | – | 0.05% | 72 |
|
2022
Q1 | $447K | Hold |
7,000
| – | – | 0.04% | 116 |
|
2021
Q4 | $600K | Hold |
7,000
| – | – | 0.06% | 100 |
|
2021
Q3 | $427K | Hold |
7,000
| – | – | 0.04% | 109 |
|
2021
Q2 | $504K | Sell |
7,000
-500
| -7% | -$36K | 0.05% | 87 |
|
2021
Q1 | $411K | Hold |
7,500
| – | – | 0.05% | 104 |
|
2020
Q4 | $411K | Buy |
+7,500
| New | +$411K | 0.05% | 103 |
|