Laird Norton Wetherby Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Buy |
9,434
+84
| +0.9% | +$17K | 0.08% | 226 |
|
|
2025
Q2 | $1.88M | Buy |
+9,350
| New | +$1.87M | 0.08% | 234 |
|
|
2024
Q4 | $1.84M | Sell |
9,521
-245
| -3% | -$47.6K | 0.09% | 218 |
|
|
2024
Q3 | $1.85M | Sell |
9,766
-40
| -0.4% | -$7.1K | 0.08% | 228 |
|
|
2024
Q2 | $1.57M | Sell |
9,806
-161
| -2% | -$26.9K | 0.07% | 256 |
|
|
2024
Q1 | $1.72M | Sell |
9,967
-106
| -1% | -$16.7K | 0.08% | 251 |
|
|
2023
Q4 | $1.41M | Buy |
10,073
+325
| +3% | +$42.4K | 0.07% | 270 |
|
|
2023
Q3 | $1.09M | Sell |
9,748
-369
| -4% | -$40.3K | 0.06% | 316 |
|
|
2023
Q2 | $1.1M | Sell |
10,117
-426
| -4% | -$48.3K | 0.06% | 318 |
|
|
2023
Q1 | $1.17M | Buy |
10,543
+64
| +0.6% | +$8.09K | 0.07% | 302 |
|
|
2022
Q4 | $1.42M | Sell |
10,479
-163
| -2% | -$21.3K | 0.09% | 245 |
|
|
2022
Q3 | $1.32M | Buy |
10,642
+177
| +2% | +$22K | 0.09% | 230 |
|
|
2022
Q2 | $1.33M | Buy |
10,465
+80
| +0.8% | +$10.5K | 0.09% | 234 |
|
|
2022
Q1 | $1.44M | Sell |
10,385
-268
| -3% | -$33.6K | 0.08% | 233 |
|
|
2021
Q4 | $1.25M | Sell |
10,653
-400
| -4% | -$47.3K | 0.07% | 264 |
|
|
2021
Q3 | $1.41M | Buy |
11,053
+83
| +0.8% | +$11K | 0.09% | 216 |
|
|
2021
Q2 | $1.43M | Sell |
10,970
-50
| -0.5% | -$6.46K | 0.09% | 214 |
|
|
2021
Q1 | $1.27M | Sell |
11,020
-163
| -1% | -$18K | 0.1% | 211 |
|
|
2020
Q4 | $1.23M | Sell |
11,183
-801
| -7% | -$78.7K | 0.08% | 227 |
|
|
2020
Q3 | $1.13M | Sell |
11,984
-1,423
| -11% | -$133K | 0.1% | 201 |
|
|
2020
Q2 | $1.3M | Sell |
13,407
-2,159
| -14% | -$212K | 0.12% | 159 |
|
|
2020
Q1 | $1.43M | Buy |
15,566
+1,541
| +11% | +$168K | 0.16% | 126 |
|
|
2019
Q4 | $1.58M | Buy |
14,025
+566
| +4% | +$61.8K | 0.16% | 147 |
|
|
2019
Q3 | $1.46M | Buy |
13,459
+508
| +4% | +$53K | 0.15% | 151 |
|
|
2019
Q2 | $1.32M | Buy |
12,951
+621
| +5% | +$60.7K | 0.14% | 157 |
|
|
2019
Q1 | $1.16M | Buy |
12,330
+446
| +4% | +$40.3K | 0.14% | 151 |
|
|
2018
Q4 | $982K | Buy |
11,884
+743
| +7% | +$66.7K | 0.14% | 163 |
|
|
2018
Q3 | $1.1M | Sell |
11,141
-502
| -4% | -$49K | 0.14% | 170 |
|
|
2018
Q2 | $1.06M | Buy |
11,643
+1,354
| +13% | +$129K | 0.14% | 167 |
|
|
2018
Q1 | $976K | Sell |
10,289
-125
| -1% | -$12.1K | 0.13% | 179 |
|
|
2017
Q4 | $1.09M | Sell |
10,414
-556
| -5% | -$54.8K | 0.15% | 155 |
|
|
2017
Q3 | $1.01M | Buy |
10,970
+143
| +1% | +$13K | 0.15% | 161 |
|
|
2017
Q2 | $957K | Buy |
10,827
+681
| +7% | +$57.7K | 0.16% | 156 |
|
|
2017
Q1 | $827K | Buy |
10,146
+1,268
| +14% | +$99.8K | 0.15% | 166 |
|
|
2016
Q4 | $658K | Sell |
8,878
-436
| -5% | -$30.7K | 0.13% | 201 |
|
|
2016
Q3 | $645K | Buy |
9,314
+332
| +4% | +$22.9K | 0.13% | 191 |
|
|
2016
Q2 | $629K | Buy |
8,982
+140
| +2% | +$9.38K | 0.14% | 178 |
|
|
2016
Q1 | $595K | Buy |
8,842
+401
| +5% | +$25.2K | 0.14% | 172 |
|
|
2015
Q4 | $524K | Buy |
8,441
+86
| +1% | +$5.35K | 0.13% | 191 |
|
|
2015
Q3 | $487K | Sell |
8,355
-1,502
| -15% | -$93.9K | 0.12% | 199 |
|
|
2015
Q2 | $639K | Sell |
9,857
-39
| -0.4% | -$2.67K | 0.15% | 156 |
|
|
2015
Q1 | $705K | Buy |
9,896
+165
| +2% | +$11.6K | 0.17% | 130 |
|
|
2014
Q4 | $684K | Buy |
9,731
+95
| +1% | +$6.25K | 0.17% | 127 |
|
|
2014
Q3 | $591K | Sell |
9,636
-72
| -0.7% | -$4.32K | 0.16% | 150 |
|
|
2014
Q2 | $570K | Sell |
9,708
-262
| -3% | -$15.1K | 0.16% | 161 |
|
|
2014
Q1 | $565K | Buy |
9,970
+1,167
| +13% | +$62.6K | 0.16% | 160 |
|
|
2013
Q4 | $480K | Sell |
8,803
-355
| -4% | -$18.9K | 0.14% | 185 |
|
|
2013
Q3 | $463K | Buy |
9,158
+113
| +1% | +$5.68K | 0.14% | 175 |
|
|
2013
Q2 | $435K | Buy |
+9,045
| New | +$440K | 0.15% | 155 |
|
Other funds holding ALL
