LNWWM
Laird Norton Wetherby Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134M | Buy |
+653,281
| New | +$134M | 5.97% | 1 |
|
|
2024
Q4 | $166M | Sell |
661,816
-45,082
| -6% | -$11.3M | 7.95% | 1 |
|
|
2024
Q3 | $165M | Sell |
706,898
-9,287
| -1% | -$2.16M | 7.53% | 1 |
|
|
2024
Q2 | $151M | Sell |
716,185
-12,738
| -2% | -$2.68M | 7.11% | 1 |
|
|
2024
Q1 | $125M | Sell |
728,923
-12,930
| -2% | -$2.22M | 5.96% | 1 |
|
|
2023
Q4 | $143M | Sell |
741,853
-86,664
| -10% | -$16.7M | 7.44% | 1 |
|
|
2023
Q3 | $142M | Buy |
828,517
+6,389
| +0.8% | +$1.09M | 8.04% | 1 |
|
|
2023
Q2 | $159M | Sell |
822,128
-9,686
| -1% | -$1.88M | 8.59% | 1 |
|
|
2023
Q1 | $137M | Buy |
831,814
+14,861
| +2% | +$2.45M | 8.03% | 1 |
|
|
2022
Q4 | $106M | Sell |
816,953
-6,487
| -0.8% | -$843K | 6.82% | 1 |
|
|
2022
Q3 | $114M | Sell |
823,440
-2,383
| -0.3% | -$329K | 8.02% | 1 |
|
|
2022
Q2 | $113M | Buy |
825,823
+323
| +0% | +$44.2K | 7.71% | 1 |
|
|
2022
Q1 | $144M | Buy |
825,500
+151,431
| +22% | +$26.4M | 8.26% | 1 |
|
|
2021
Q4 | $120M | Buy |
674,069
+4,009
| +0.6% | +$712K | 6.72% | 1 |
|
|
2021
Q3 | $94.8M | Buy |
670,060
+512
| +0.1% | +$72.4K | 5.85% | 1 |
|
|
2021
Q2 | $91.7M | Buy |
669,548
+136,704
| +26% | +$18.7M | 5.6% | 1 |
|
|
2021
Q1 | $65.1M | Sell |
532,844
-152,432
| -22% | -$18.6M | 4.96% | 2 |
|
|
2020
Q4 | $90.9M | Buy |
685,276
+135,592
| +25% | +$18M | 6.17% | 1 |
|
|
2020
Q3 | $63.7M | Buy |
549,684
+388,244
| +240% | +$45M | 5.66% | 2 |
|
|
2020
Q2 | $58.9M | Buy |
161,440
+2,029
| +1% | +$740K | 5.58% | 1 |
|
|
2020
Q1 | $40.5M | Buy |
159,411
+6,098
| +4% | +$1.55M | 4.55% | 1 |
|
|
2019
Q4 | $45M | Sell |
153,313
-2,951
| -2% | -$867K | 4.43% | 1 |
|
|
2019
Q3 | $35M | Buy |
156,264
+1,352
| +0.9% | +$303K | 3.65% | 1 |
|
|
2019
Q2 | $30.7M | Buy |
154,912
+6,099
| +4% | +$1.21M | 3.36% | 1 |
|
|
2019
Q1 | $28.3M | Buy |
148,813
+677
| +0.5% | +$129K | 3.52% | 1 |
|
|
2018
Q4 | $23.4M | Sell |
148,136
-1,360
| -0.9% | -$215K | 3.31% | 1 |
|
|
2018
Q3 | $33.7M | Sell |
149,496
-940
| -0.6% | -$212K | 4.17% | 1 |
|
|
2018
Q2 | $27.8M | Buy |
150,436
+503
| +0.3% | +$93.1K | 3.77% | 1 |
|
|
2018
Q1 | $25.2M | Buy |
149,933
+655
| +0.4% | +$110K | 3.47% | 1 |
|
|
2017
Q4 | $25.3M | Sell |
149,278
-8,199
| -5% | -$1.39M | 3.51% | 1 |
|
|
2017
Q3 | $24.3M | Buy |
157,477
+2,100
| +1% | +$324K | 3.61% | 1 |
|
|
2017
Q2 | $22.4M | Buy |
155,377
+7,475
| +5% | +$1.08M | 3.81% | 2 |
|
|
2017
Q1 | $21.2M | Buy |
147,902
+5,802
| +4% | +$834K | 3.82% | 2 |
|
|
2016
Q4 | $16.5M | Sell |
142,100
-275
| -0.2% | -$31.9K | 3.22% | 2 |
|
|
2016
Q3 | $16.1M | Buy |
142,375
+4,283
| +3% | +$484K | 3.26% | 2 |
|
|
2016
Q2 | $13.2M | Buy |
138,092
+5,852
| +4% | +$559K | 2.93% | 2 |
|
|
2016
Q1 | $14.4M | Buy |
132,240
+3,142
| +2% | +$342K | 3.4% | 2 |
|
|
2015
Q4 | $13.6M | Sell |
129,098
-2,668
| -2% | -$281K | 3.26% | 2 |
|
|
2015
Q3 | $14.5M | Buy |
131,766
+3,750
| +3% | +$414K | 3.72% | 2 |
|
|
2015
Q2 | $16.1M | Buy |
128,016
+3,273
| +3% | +$411K | 3.86% | 2 |
|
|
2015
Q1 | $15.5M | Buy |
124,743
+4,008
| +3% | +$499K | 3.78% | 3 |
|
|
2014
Q4 | $13.3M | Sell |
120,735
-400
| -0.3% | -$44.2K | 3.35% | 3 |
|
|
2014
Q3 | $12.2M | Buy |
121,135
+5,198
| +4% | +$524K | 3.4% | 2 |
|
|
2014
Q2 | $10.8M | Buy |
115,937
+99,806
| +619% | +$9.27M | 3.04% | 2 |
|
|
2014
Q1 | $8.66M | Sell |
16,131
-428
| -3% | -$230K | 2.48% | 3 |
|
|
2013
Q4 | $9.29M | Buy |
16,559
+561
| +4% | +$315K | 2.65% | 3 |
|
|
2013
Q3 | $7.63M | Buy |
15,998
+1,098
| +7% | +$523K | 2.38% | 4 |
|
|
2013
Q2 | $5.91M | Buy |
+14,900
| New | +$5.91M | 2.06% | 5 |
|