Laird Norton Wetherby Wealth Management’s Alcoa AA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $350K | Sell |
9,254
-250
| -3% | -$9.45K | 0.02% | 651 |
|
|
2024
Q3 | $367K | Sell |
9,504
-739
| -7% | -$28.5K | 0.02% | 664 |
|
|
2024
Q2 | $407K | Sell |
10,243
-374
| -4% | -$14.9K | 0.02% | 599 |
|
|
2024
Q1 | $359K | Buy |
10,617
+3,140
| +42% | +$106K | 0.02% | 675 |
|
|
2023
Q4 | $254K | Sell |
7,477
-240
| -3% | -$8.16K | 0.01% | 778 |
|
|
2023
Q3 | $224K | Buy |
7,717
+1,525
| +25% | +$44.3K | 0.01% | 784 |
|
|
2023
Q2 | $210K | Buy |
6,192
+1,459
| +31% | +$49.5K | 0.01% | 830 |
|
|
2023
Q1 | $201K | Sell |
4,733
-18
| -0.4% | -$766 | 0.01% | 824 |
|
|
2022
Q4 | $216K | Buy |
+4,751
| New | +$216K | 0.01% | 778 |
|
|
2022
Q2 | – | Sell |
-3,693
| Closed | -$332K | – | 894 |
|
|
2022
Q1 | $332K | Sell |
3,693
-31
| -0.8% | -$2.79K | 0.02% | 677 |
|
|
2021
Q4 | $222K | Buy |
+3,724
| New | +$222K | 0.01% | 809 |
|
|
2016
Q4 | – | Sell |
-6,481
| Closed | -$158K | – | 524 |
|
|
2016
Q3 | $158K | Buy |
6,481
+610
| +10% | +$14.9K | 0.03% | 499 |
|
|
2016
Q2 | $131K | Sell |
5,871
-418
| -7% | -$9.33K | 0.03% | 492 |
|
|
2016
Q1 | $145K | Sell |
6,289
-3,421
| -35% | -$78.9K | 0.03% | 460 |
|
|
2015
Q4 | $230K | Sell |
9,710
-1,102
| -10% | -$26.1K | 0.06% | 392 |
|
|
2015
Q3 | $251K | Buy |
10,812
+4,203
| +64% | +$97.6K | 0.06% | 357 |
|
|
2015
Q2 | $177K | Sell |
6,609
-369
| -5% | -$9.88K | 0.04% | 438 |
|
|
2015
Q1 | $217K | Sell |
6,978
-1,066
| -13% | -$33.2K | 0.05% | 413 |
|
|
2014
Q4 | $305K | Buy |
8,044
+1,564
| +24% | +$59.3K | 0.08% | 301 |
|
|
2014
Q3 | $251K | Buy |
6,480
+198
| +3% | +$7.67K | 0.07% | 336 |
|
|
2014
Q2 | $225K | Sell |
6,282
-550
| -8% | -$19.7K | 0.06% | 373 |
|
|
2014
Q1 | $211K | Buy |
6,832
+227
| +3% | +$7.01K | 0.06% | 385 |
|
|
2013
Q4 | $169K | Buy |
6,605
+897
| +16% | +$23K | 0.05% | 407 |
|
|
2013
Q3 | $111K | Sell |
5,708
-3,054
| -35% | -$59.4K | 0.03% | 396 |
|
|
2013
Q2 | $165K | Buy |
+8,762
| New | +$165K | 0.06% | 349 |
|