Laird Norton Wetherby Wealth Management’s Assurant AIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
+3,092
| New | +$611K | 0.03% | 502 |
|
|
2024
Q4 | $463K | Buy |
2,170
+95
| +5% | +$20.3K | 0.02% | 555 |
|
|
2024
Q3 | $413K | Buy |
2,075
+238
| +13% | +$47.3K | 0.02% | 627 |
|
|
2024
Q2 | $305K | Sell |
1,837
-84
| -4% | -$14K | 0.01% | 702 |
|
|
2024
Q1 | $362K | Hold |
1,921
| – | – | 0.02% | 672 |
|
|
2023
Q4 | $324K | Buy |
1,921
+88
| +5% | +$14.8K | 0.02% | 695 |
|
|
2023
Q3 | $263K | Buy |
+1,833
| New | +$263K | 0.01% | 724 |
|
|
2022
Q4 | – | Sell |
-2,121
| Closed | -$308K | – | 889 |
|
|
2022
Q3 | $308K | Sell |
2,121
-23
| -1% | -$3.34K | 0.02% | 648 |
|
|
2022
Q2 | $370K | Sell |
2,144
-61
| -3% | -$10.5K | 0.03% | 609 |
|
|
2022
Q1 | $401K | Sell |
2,205
-11
| -0.5% | -$2K | 0.02% | 585 |
|
|
2021
Q4 | $346K | Sell |
2,216
-7
| -0.3% | -$1.09K | 0.02% | 661 |
|
|
2021
Q3 | $350K | Sell |
2,223
-56
| -2% | -$8.82K | 0.02% | 627 |
|
|
2021
Q2 | $356K | Buy |
2,279
+324
| +17% | +$50.6K | 0.02% | 641 |
|
|
2021
Q1 | $277K | Sell |
1,955
-125
| -6% | -$17.7K | 0.02% | 630 |
|
|
2020
Q4 | $283K | Buy |
2,080
+45
| +2% | +$6.12K | 0.02% | 677 |
|
|
2020
Q3 | $247K | Sell |
2,035
-121
| -6% | -$14.7K | 0.02% | 580 |
|
|
2020
Q2 | $223K | Sell |
2,156
-58
| -3% | -$6K | 0.02% | 607 |
|
|
2020
Q1 | $231K | Buy |
2,214
+655
| +42% | +$68.3K | 0.03% | 527 |
|
|
2019
Q4 | $204K | Sell |
1,559
-146
| -9% | -$19.1K | 0.02% | 658 |
|
|
2019
Q3 | $215K | Buy |
+1,705
| New | +$215K | 0.02% | 636 |
|