LNWWM
Laird Norton Wetherby Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.45M | Buy |
+178,505
| New | +$8.45M | 0.38% | 32 |
|
|
2024
Q4 | $7.98M | Sell |
181,622
-10,528
| -5% | -$463K | 0.38% | 36 |
|
|
2024
Q3 | $7.62M | Sell |
192,150
-301
| -0.2% | -$11.9K | 0.35% | 43 |
|
|
2024
Q2 | $7.65M | Sell |
192,451
-1,469
| -0.8% | -$58.4K | 0.36% | 42 |
|
|
2024
Q1 | $7.35M | Buy |
193,920
+3,515
| +2% | +$133K | 0.35% | 47 |
|
|
2023
Q4 | $6.41M | Sell |
190,405
-6,088
| -3% | -$205K | 0.33% | 50 |
|
|
2023
Q3 | $5.38M | Sell |
196,493
-11,586
| -6% | -$317K | 0.31% | 57 |
|
|
2023
Q2 | $5.97M | Buy |
208,079
+11,801
| +6% | +$339K | 0.32% | 52 |
|
|
2023
Q1 | $5.61M | Sell |
196,278
-11,536
| -6% | -$330K | 0.33% | 54 |
|
|
2022
Q4 | $6.88M | Buy |
207,814
+2,796
| +1% | +$92.6K | 0.44% | 36 |
|
|
2022
Q3 | $6.19M | Buy |
205,018
+21,196
| +12% | +$640K | 0.44% | 36 |
|
|
2022
Q2 | $5.72M | Sell |
183,822
-1,277
| -0.7% | -$39.8K | 0.39% | 39 |
|
|
2022
Q1 | $7.63M | Buy |
185,099
+4,436
| +2% | +$183K | 0.44% | 34 |
|
|
2021
Q4 | $8.04M | Buy |
180,663
+5,789
| +3% | +$258K | 0.45% | 34 |
|
|
2021
Q3 | $7.42M | Buy |
174,874
+842
| +0.5% | +$35.7K | 0.46% | 31 |
|
|
2021
Q2 | $7.18M | Buy |
174,032
+11,745
| +7% | +$484K | 0.44% | 33 |
|
|
2021
Q1 | $6.28M | Sell |
162,287
-4,067
| -2% | -$157K | 0.48% | 33 |
|
|
2020
Q4 | $5.04M | Sell |
166,354
-3,691
| -2% | -$112K | 0.34% | 51 |
|
|
2020
Q3 | $4.1M | Buy |
170,045
+6,372
| +4% | +$153K | 0.36% | 51 |
|
|
2020
Q2 | $3.89M | Buy |
163,673
+10,806
| +7% | +$257K | 0.37% | 49 |
|
|
2020
Q1 | $3.25M | Sell |
152,867
-17,211
| -10% | -$365K | 0.36% | 56 |
|
|
2019
Q4 | $5.99M | Buy |
170,078
+4,148
| +2% | +$146K | 0.59% | 23 |
|
|
2019
Q3 | $4.84M | Buy |
165,930
+3,755
| +2% | +$110K | 0.51% | 31 |
|
|
2019
Q2 | $4.7M | Sell |
162,175
-248
| -0.2% | -$7.19K | 0.51% | 32 |
|
|
2019
Q1 | $4.48M | Buy |
162,423
+11,563
| +8% | +$319K | 0.56% | 33 |
|
|
2018
Q4 | $3.72M | Sell |
150,860
-5,954
| -4% | -$147K | 0.53% | 37 |
|
|
2018
Q3 | $4.62M | Buy |
156,814
+3,192
| +2% | +$94K | 0.57% | 28 |
|
|
2018
Q2 | $4.33M | Sell |
153,622
-728
| -0.5% | -$20.5K | 0.59% | 29 |
|
|
2018
Q1 | $4.63M | Buy |
154,350
+3,079
| +2% | +$92.3K | 0.64% | 24 |
|
|
2017
Q4 | $4.47M | Buy |
151,271
+1,694
| +1% | +$50K | 0.62% | 28 |
|
|
2017
Q3 | $3.79M | Buy |
149,577
+4,085
| +3% | +$104K | 0.56% | 32 |
|
|
2017
Q2 | $3.53M | Buy |
145,492
+9,959
| +7% | +$242K | 0.6% | 28 |
|
|
2017
Q1 | $3.2M | Buy |
135,533
+5,438
| +4% | +$128K | 0.57% | 29 |
|
|
2016
Q4 | $2.88M | Buy |
130,095
+2,124
| +2% | +$46.9K | 0.56% | 28 |
|
|
2016
Q3 | $2M | Buy |
127,971
+8,141
| +7% | +$127K | 0.41% | 50 |
|
|
2016
Q2 | $1.59M | Buy |
119,830
+6,922
| +6% | +$91.8K | 0.35% | 52 |
|
|
2016
Q1 | $1.53M | Sell |
112,908
-16,622
| -13% | -$225K | 0.36% | 53 |
|
|
2015
Q4 | $2.18M | Buy |
129,530
+1,775
| +1% | +$29.9K | 0.52% | 38 |
|
|
2015
Q3 | $1.99M | Buy |
127,755
+14,177
| +12% | +$221K | 0.51% | 42 |
|
|
2015
Q2 | $1.93M | Buy |
113,578
+3,902
| +4% | +$66.4K | 0.46% | 42 |
|
|
2015
Q1 | $1.69M | Buy |
109,676
+1,035
| +1% | +$15.9K | 0.41% | 47 |
|
|
2014
Q4 | $1.94M | Buy |
108,641
+2,079
| +2% | +$37.2K | 0.49% | 38 |
|
|
2014
Q3 | $1.82M | Buy |
106,562
+949
| +0.9% | +$16.2K | 0.51% | 36 |
|
|
2014
Q2 | $1.62M | Sell |
105,613
-8,592
| -8% | -$132K | 0.46% | 40 |
|
|
2014
Q1 | $1.96M | Buy |
114,205
+1,147
| +1% | +$19.7K | 0.56% | 31 |
|
|
2013
Q4 | $1.76M | Sell |
113,058
-4,800
| -4% | -$74.8K | 0.5% | 39 |
|
|
2013
Q3 | $1.63M | Buy |
117,858
+7,426
| +7% | +$102K | 0.51% | 36 |
|
|
2013
Q2 | $1.42M | Buy |
+110,432
| New | +$1.42M | 0.49% | 37 |
|