LNWWM
Laird Norton Wetherby Wealth Management’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
+23,533
| New | +$7.51M | 0.33% | 45 |
|
|
2024
Q4 | $6.44M | Sell |
21,689
-1,698
| -7% | -$504K | 0.31% | 48 |
|
|
2024
Q3 | $6.34M | Sell |
23,387
-668
| -3% | -$181K | 0.29% | 55 |
|
|
2024
Q2 | $5.57M | Sell |
24,055
-859
| -3% | -$199K | 0.26% | 63 |
|
|
2024
Q1 | $5.67M | Buy |
24,914
+187
| +0.8% | +$42.6K | 0.27% | 62 |
|
|
2023
Q4 | $4.63M | Buy |
24,727
+658
| +3% | +$123K | 0.24% | 72 |
|
|
2023
Q3 | $3.59M | Sell |
24,069
-233
| -1% | -$34.8K | 0.2% | 87 |
|
|
2023
Q2 | $4.23M | Sell |
24,302
-1,372
| -5% | -$239K | 0.23% | 79 |
|
|
2023
Q1 | $4.23M | Buy |
25,674
+1,373
| +6% | +$226K | 0.25% | 72 |
|
|
2022
Q4 | $3.59M | Buy |
24,301
+196
| +0.8% | +$29K | 0.23% | 89 |
|
|
2022
Q3 | $3.25M | Buy |
24,105
+1,337
| +6% | +$180K | 0.23% | 79 |
|
|
2022
Q2 | $3.16M | Buy |
22,768
+1,522
| +7% | +$211K | 0.22% | 87 |
|
|
2022
Q1 | $3.97M | Buy |
21,246
+1,016
| +5% | +$190K | 0.23% | 83 |
|
|
2021
Q4 | $3.31M | Buy |
20,230
+116
| +0.6% | +$19K | 0.19% | 98 |
|
|
2021
Q3 | $3.37M | Buy |
20,114
+81
| +0.4% | +$13.6K | 0.21% | 90 |
|
|
2021
Q2 | $3.31M | Buy |
20,033
+963
| +5% | +$159K | 0.2% | 94 |
|
|
2021
Q1 | $2.7M | Sell |
19,070
-587
| -3% | -$83K | 0.21% | 92 |
|
|
2020
Q4 | $2.38M | Buy |
19,657
+470
| +2% | +$56.8K | 0.16% | 119 |
|
|
2020
Q3 | $1.92M | Sell |
19,187
-157
| -0.8% | -$15.7K | 0.17% | 116 |
|
|
2020
Q2 | $1.84M | Buy |
19,344
+1,554
| +9% | +$148K | 0.17% | 116 |
|
|
2020
Q1 | $1.52M | Sell |
17,790
-230
| -1% | -$19.7K | 0.17% | 117 |
|
|
2019
Q4 | $2.24M | Sell |
18,020
-281
| -2% | -$35K | 0.22% | 102 |
|
|
2019
Q3 | $2.17M | Sell |
18,301
-223
| -1% | -$26.4K | 0.23% | 102 |
|
|
2019
Q2 | $2.29M | Buy |
18,524
+509
| +3% | +$62.8K | 0.25% | 89 |
|
|
2019
Q1 | $1.97M | Sell |
18,015
-32
| -0.2% | -$3.5K | 0.25% | 89 |
|
|
2018
Q4 | $1.72M | Sell |
18,047
-117
| -0.6% | -$11.2K | 0.24% | 89 |
|
|
2018
Q3 | $1.93M | Buy |
18,164
+104
| +0.6% | +$11.1K | 0.24% | 89 |
|
|
2018
Q2 | $1.77M | Sell |
18,060
-368
| -2% | -$36.1K | 0.24% | 90 |
|
|
2018
Q1 | $1.72M | Buy |
18,428
+405
| +2% | +$37.8K | 0.24% | 89 |
|
|
2017
Q4 | $1.79M | Buy |
18,023
+51
| +0.3% | +$5.07K | 0.25% | 82 |
|
|
2017
Q3 | $1.63M | Buy |
17,972
+176
| +1% | +$15.9K | 0.24% | 87 |
|
|
2017
Q2 | $1.5M | Buy |
17,796
+154
| +0.9% | +$13K | 0.26% | 76 |
|
|
2017
Q1 | $1.4M | Sell |
17,642
-26
| -0.1% | -$2.06K | 0.25% | 79 |
|
|
2016
Q4 | $1.31M | Buy |
17,668
+397
| +2% | +$29.4K | 0.26% | 80 |
|
|
2016
Q3 | $1.11M | Buy |
17,271
+4
| +0% | +$256 | 0.22% | 98 |
|
|
2016
Q2 | $1.05M | Buy |
17,267
+659
| +4% | +$40K | 0.23% | 90 |
|
|
2016
Q1 | $1.02M | Sell |
16,608
-2,488
| -13% | -$153K | 0.24% | 90 |
|
|
2015
Q4 | $1.33M | Sell |
19,096
-1,643
| -8% | -$114K | 0.32% | 65 |
|
|
2015
Q3 | $1.54M | Buy |
20,739
+1,680
| +9% | +$125K | 0.39% | 58 |
|
|
2015
Q2 | $1.48M | Buy |
19,059
+196
| +1% | +$15.2K | 0.36% | 58 |
|
|
2015
Q1 | $1.47M | Buy |
18,863
+171
| +0.9% | +$13.4K | 0.36% | 56 |
|
|
2014
Q4 | $1.74M | Sell |
18,692
-433
| -2% | -$40.3K | 0.44% | 45 |
|
|
2014
Q3 | $1.67M | Buy |
19,125
+4
| +0% | +$350 | 0.47% | 41 |
|
|
2014
Q2 | $1.81M | Sell |
19,121
-604
| -3% | -$57.3K | 0.51% | 36 |
|
|
2014
Q1 | $1.78M | Sell |
19,725
-76
| -0.4% | -$6.84K | 0.51% | 37 |
|
|
2013
Q4 | $1.8M | Buy |
19,801
+231
| +1% | +$21K | 0.51% | 38 |
|
|
2013
Q3 | $1.48M | Buy |
19,570
+770
| +4% | +$58.2K | 0.46% | 41 |
|
|
2013
Q2 | $1.41M | Buy |
+18,800
| New | +$1.41M | 0.49% | 39 |
|