LNWWM
Laird Norton Wetherby Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
+42,424
| New | +$3.87M | 0.17% | 108 |
|
|
2024
Q4 | $3.01M | Sell |
39,206
-2,511
| -6% | -$193K | 0.14% | 129 |
|
|
2024
Q3 | $3M | Buy |
41,717
+212
| +0.5% | +$15.2K | 0.14% | 148 |
|
|
2024
Q2 | $2.49M | Buy |
41,505
+1,091
| +3% | +$65.3K | 0.12% | 172 |
|
|
2024
Q1 | $2.33M | Buy |
40,414
+589
| +1% | +$33.9K | 0.11% | 193 |
|
|
2023
Q4 | $2.07M | Buy |
39,825
+3,466
| +10% | +$180K | 0.11% | 197 |
|
|
2023
Q3 | $1.55M | Buy |
36,359
+1,546
| +4% | +$65.9K | 0.09% | 247 |
|
|
2023
Q2 | $1.55M | Buy |
34,813
+9,278
| +36% | +$413K | 0.08% | 251 |
|
|
2023
Q1 | $1.16M | Buy |
25,535
+399
| +2% | +$18.1K | 0.07% | 305 |
|
|
2022
Q4 | $1.14M | Sell |
25,136
-395
| -2% | -$18K | 0.07% | 295 |
|
|
2022
Q3 | $983K | Sell |
25,531
-633
| -2% | -$24.4K | 0.07% | 295 |
|
|
2022
Q2 | $1.09M | Buy |
26,164
+6,031
| +30% | +$252K | 0.07% | 274 |
|
|
2022
Q1 | $999K | Sell |
20,133
-320
| -2% | -$15.9K | 0.06% | 312 |
|
|
2021
Q4 | $1.19M | Buy |
20,453
+1,135
| +6% | +$65.9K | 0.07% | 274 |
|
|
2021
Q3 | $1M | Sell |
19,318
-207
| -1% | -$10.7K | 0.06% | 302 |
|
|
2021
Q2 | $1M | Buy |
19,525
+708
| +4% | +$36.3K | 0.06% | 294 |
|
|
2021
Q1 | $889K | Sell |
18,817
-138
| -0.7% | -$6.52K | 0.07% | 287 |
|
|
2020
Q4 | $804K | Buy |
18,955
+929
| +5% | +$39.4K | 0.05% | 323 |
|
|
2020
Q3 | $619K | Sell |
18,026
-353
| -2% | -$12.1K | 0.06% | 326 |
|
|
2020
Q2 | $710K | Buy |
18,379
+2,470
| +16% | +$95.4K | 0.07% | 283 |
|
|
2020
Q1 | $536K | Sell |
15,909
-511
| -3% | -$17.2K | 0.06% | 302 |
|
|
2019
Q4 | $826K | Sell |
16,420
-1,085
| -6% | -$54.6K | 0.08% | 260 |
|
|
2019
Q3 | $786K | Buy |
17,505
+46
| +0.3% | +$2.07K | 0.08% | 262 |
|
|
2019
Q2 | $771K | Sell |
17,459
-1,402
| -7% | -$61.9K | 0.08% | 261 |
|
|
2019
Q1 | $951K | Buy |
18,861
+131
| +0.7% | +$6.61K | 0.12% | 197 |
|
|
2018
Q4 | $882K | Sell |
18,730
-2,734
| -13% | -$129K | 0.12% | 185 |
|
|
2018
Q3 | $1.09M | Buy |
21,464
+111
| +0.5% | +$5.66K | 0.14% | 172 |
|
|
2018
Q2 | $1.15M | Buy |
21,353
+144
| +0.7% | +$7.77K | 0.16% | 148 |
|
|
2018
Q1 | $1.09M | Buy |
21,209
+91
| +0.4% | +$4.69K | 0.15% | 158 |
|
|
2017
Q4 | $1.14M | Buy |
21,118
+776
| +4% | +$41.8K | 0.16% | 151 |
|
|
2017
Q3 | $1.08M | Buy |
20,342
+426
| +2% | +$22.6K | 0.16% | 145 |
|
|
2017
Q2 | $1.02M | Buy |
19,916
+289
| +1% | +$14.7K | 0.17% | 138 |
|
|
2017
Q1 | $927K | Buy |
19,627
+223
| +1% | +$10.5K | 0.17% | 140 |
|
|
2016
Q4 | $919K | Sell |
19,404
-3,481
| -15% | -$165K | 0.18% | 125 |
|
|
2016
Q3 | $913K | Buy |
22,885
+1,565
| +7% | +$62.4K | 0.18% | 131 |
|
|
2016
Q2 | $828K | Buy |
21,320
+1,062
| +5% | +$41.2K | 0.18% | 122 |
|
|
2016
Q1 | $746K | Buy |
20,258
+1,239
| +7% | +$45.6K | 0.18% | 128 |
|
|
2015
Q4 | $784K | Buy |
19,019
+1,150
| +6% | +$47.4K | 0.19% | 120 |
|
|
2015
Q3 | $700K | Buy |
17,869
+403
| +2% | +$15.8K | 0.18% | 125 |
|
|
2015
Q2 | $733K | Buy |
17,466
+714
| +4% | +$30K | 0.18% | 124 |
|
|
2015
Q1 | $674K | Buy |
16,752
+1,277
| +8% | +$51.4K | 0.16% | 139 |
|
|
2014
Q4 | $628K | Buy |
15,475
+551
| +4% | +$22.4K | 0.16% | 140 |
|
|
2014
Q3 | $578K | Sell |
14,924
-569
| -4% | -$22K | 0.16% | 157 |
|
|
2014
Q2 | $581K | Sell |
15,493
-130
| -0.8% | -$4.88K | 0.16% | 157 |
|
|
2014
Q1 | $551K | Sell |
15,623
-487
| -3% | -$17.2K | 0.16% | 164 |
|
|
2013
Q4 | $563K | Sell |
16,110
-1,033
| -6% | -$36.1K | 0.16% | 156 |
|
|
2013
Q3 | $518K | Buy |
17,143
+185
| +1% | +$5.59K | 0.16% | 156 |
|
|
2013
Q2 | $476K | Buy |
+16,958
| New | +$476K | 0.17% | 141 |
|