LNWTC
Laird Norton Wetherby Trust Company’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,579
| Closed | -$236K | – | 97 |
|
|
2023
Q3 | $236K | Hold |
1,579
| – | – | 0.03% | 102 |
|
|
2023
Q2 | $275K | Hold |
1,579
| – | – | 0.03% | 93 |
|
|
2023
Q1 | $260K | Sell |
1,579
-13
| -0.8% | -$2.14K | 0.03% | 96 |
|
|
2022
Q4 | $235K | Buy |
+1,592
| New | +$235K | 0.03% | 99 |
|
|
2022
Q3 | – | Sell |
-1,743
| Closed | -$242K | – | 76 |
|
|
2022
Q2 | $242K | Buy |
1,743
+111
| +7% | +$15.4K | 0.03% | 100 |
|
|
2022
Q1 | $305K | Sell |
1,632
-40
| -2% | -$7.48K | 0.03% | 143 |
|
|
2021
Q4 | $273K | Hold |
1,672
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $280K | Sell |
1,672
-160
| -9% | -$26.8K | 0.03% | 147 |
|
|
2021
Q2 | $302K | Sell |
1,832
-7
| -0.4% | -$1.15K | 0.03% | 121 |
|
|
2021
Q1 | $222K | Hold |
1,839
| – | – | 0.02% | 140 |
|
|
2020
Q4 | $222K | Buy |
+1,839
| New | +$222K | 0.02% | 136 |
|