Laird Norton Wetherby Wealth Management’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
+73,193
| New | +$1.36M | 0.06% | 292 |
|
|
2024
Q4 | $939K | Sell |
70,656
-679
| -1% | -$9.02K | 0.05% | 356 |
|
|
2024
Q3 | $867K | Sell |
71,335
-138
| -0.2% | -$1.68K | 0.04% | 393 |
|
|
2024
Q2 | $765K | Buy |
71,473
+446
| +0.6% | +$4.78K | 0.04% | 410 |
|
|
2024
Q1 | $671K | Buy |
71,027
+3,433
| +5% | +$32.4K | 0.03% | 468 |
|
|
2023
Q4 | $533K | Sell |
67,594
-13,182
| -16% | -$104K | 0.03% | 523 |
|
|
2023
Q3 | $629K | Buy |
80,776
+5,601
| +7% | +$43.6K | 0.04% | 447 |
|
|
2023
Q2 | $591K | Buy |
75,175
+6,166
| +9% | +$48.5K | 0.03% | 476 |
|
|
2023
Q1 | $496K | Sell |
69,009
-45
| -0.1% | -$324 | 0.03% | 537 |
|
|
2022
Q4 | $539K | Sell |
69,054
-405
| -0.6% | -$3.16K | 0.03% | 494 |
|
|
2022
Q3 | $445K | Sell |
69,459
-25,206
| -27% | -$161K | 0.03% | 534 |
|
|
2022
Q2 | $719K | Sell |
94,665
-2,399
| -2% | -$18.2K | 0.05% | 378 |
|
|
2022
Q1 | $767K | Sell |
97,064
-3,572
| -4% | -$28.2K | 0.04% | 381 |
|
|
2021
Q4 | $1.04M | Buy |
100,636
+643
| +0.6% | +$6.66K | 0.06% | 314 |
|
|
2021
Q3 | $1.03M | Buy |
99,993
+1,577
| +2% | +$16.3K | 0.06% | 291 |
|
|
2021
Q2 | $950K | Buy |
98,416
+2,247
| +2% | +$21.7K | 0.06% | 313 |
|
|
2021
Q1 | $984K | Sell |
96,169
-846
| -0.9% | -$8.66K | 0.08% | 254 |
|
|
2020
Q4 | $775K | Sell |
97,015
-442
| -0.5% | -$3.53K | 0.05% | 334 |
|
|
2020
Q3 | $488K | Sell |
97,457
-21,655
| -18% | -$108K | 0.04% | 381 |
|
|
2020
Q2 | $674K | Sell |
119,112
-7,701
| -6% | -$43.6K | 0.06% | 294 |
|
|
2020
Q1 | $575K | Buy |
126,813
+40,900
| +48% | +$185K | 0.06% | 288 |
|
|
2019
Q4 | $818K | Buy |
85,913
+4,620
| +6% | +$44K | 0.08% | 263 |
|
|
2019
Q3 | $596K | Buy |
81,293
+26,304
| +48% | +$193K | 0.06% | 347 |
|
|
2019
Q2 | $410K | Buy |
54,989
+3,513
| +7% | +$26.2K | 0.04% | 443 |
|
|
2019
Q1 | $403K | Buy |
51,476
+6,625
| +15% | +$51.9K | 0.05% | 419 |
|
|
2018
Q4 | $323K | Sell |
44,851
-5,624
| -11% | -$40.5K | 0.05% | 442 |
|
|
2018
Q3 | $432K | Sell |
50,475
-2,119
| -4% | -$18.1K | 0.05% | 400 |
|
|
2018
Q2 | $531K | Buy |
52,594
+3,062
| +6% | +$30.9K | 0.07% | 321 |
|
|
2018
Q1 | $560K | Buy |
49,532
+5,630
| +13% | +$63.7K | 0.08% | 317 |
|
|
2017
Q4 | $457K | Sell |
43,902
-1,418
| -3% | -$14.8K | 0.06% | 373 |
|
|
2017
Q3 | $448K | Sell |
45,320
-1,818
| -4% | -$18K | 0.07% | 354 |
|
|
2017
Q2 | $474K | Buy |
47,138
+1,439
| +3% | +$14.5K | 0.08% | 311 |
|
|
2017
Q1 | $488K | Sell |
45,699
-89
| -0.2% | -$950 | 0.09% | 292 |
|
|
2016
Q4 | $475K | Buy |
45,788
+12,379
| +37% | +$128K | 0.09% | 285 |
|
|
2016
Q3 | $274K | Sell |
33,409
-20,473
| -38% | -$168K | 0.06% | 410 |
|
|
2016
Q2 | $384K | Buy |
53,882
+26,819
| +99% | +$191K | 0.09% | 292 |
|
|
2016
Q1 | $219K | Sell |
27,063
-2,551
| -9% | -$20.6K | 0.05% | 410 |
|
|
2015
Q4 | $360K | Sell |
29,614
-14,596
| -33% | -$177K | 0.09% | 275 |
|
|
2015
Q3 | $610K | Buy |
44,210
+1,129
| +3% | +$15.6K | 0.16% | 150 |
|
|
2015
Q2 | $661K | Buy |
43,081
+3,397
| +9% | +$52.1K | 0.16% | 149 |
|
|
2015
Q1 | $538K | Buy |
39,684
+2,651
| +7% | +$35.9K | 0.13% | 186 |
|
|
2014
Q4 | $517K | Buy |
37,033
+9,226
| +33% | +$129K | 0.13% | 184 |
|
|
2014
Q3 | $383K | Sell |
27,807
-474
| -2% | -$6.53K | 0.11% | 237 |
|
|
2014
Q2 | $383K | Buy |
28,281
+1,393
| +5% | +$18.9K | 0.11% | 234 |
|
|
2014
Q1 | $391K | Sell |
26,888
-1,523
| -5% | -$22.1K | 0.11% | 226 |
|
|
2013
Q4 | $477K | Sell |
28,411
-863
| -3% | -$14.5K | 0.14% | 188 |
|
|
2013
Q3 | $462K | Sell |
29,274
-88
| -0.3% | -$1.39K | 0.14% | 176 |
|
|
2013
Q2 | $429K | Buy |
+29,362
| New | +$429K | 0.15% | 158 |
|