LNWWM
Laird Norton Wetherby Wealth Management’s Brookfield BN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
+32,659
| New | +$2.02M | 0.09% | 223 |
|
|
2024
Q4 | $1.87M | Buy |
32,472
+77
| +0.2% | +$4.42K | 0.09% | 217 |
|
|
2024
Q3 | $1.72M | Buy |
32,395
+703
| +2% | +$37.4K | 0.08% | 244 |
|
|
2024
Q2 | $1.32M | Hold |
31,692
| – | – | 0.06% | 286 |
|
|
2024
Q1 | $1.33M | Sell |
31,692
-565
| -2% | -$23.7K | 0.06% | 292 |
|
|
2023
Q4 | $1.29M | Sell |
32,257
-954
| -3% | -$38.3K | 0.07% | 294 |
|
|
2023
Q3 | $1.04M | Buy |
33,211
+77
| +0.2% | +$2.41K | 0.06% | 325 |
|
|
2023
Q2 | $1.11M | Buy |
33,134
+462
| +1% | +$15.5K | 0.06% | 316 |
|
|
2023
Q1 | $1.06M | Buy |
32,672
+4,367
| +15% | +$142K | 0.06% | 322 |
|
|
2022
Q4 | $890K | Buy |
28,305
+2,161
| +8% | +$68K | 0.06% | 352 |
|
|
2022
Q3 | $1.07M | Buy |
26,144
+65
| +0.2% | +$2.66K | 0.08% | 274 |
|
|
2022
Q2 | $1.16M | Buy |
26,079
+25
| +0.1% | +$1.11K | 0.08% | 260 |
|
|
2022
Q1 | $1.47M | Buy |
26,054
+469
| +2% | +$26.5K | 0.08% | 228 |
|
|
2021
Q4 | $1.55M | Hold |
25,585
| – | – | 0.09% | 216 |
|
|
2021
Q3 | $1.37M | Buy |
25,585
+100
| +0.4% | +$5.35K | 0.08% | 220 |
|
|
2021
Q2 | $1.3M | Hold |
25,485
| – | – | 0.08% | 235 |
|
|
2021
Q1 | $1.13M | Buy |
25,485
+165
| +0.7% | +$7.34K | 0.09% | 230 |
|
|
2020
Q4 | $1.04M | Buy |
25,320
+593
| +2% | +$24.5K | 0.07% | 257 |
|
|
2020
Q3 | $818K | Buy |
24,727
+3,000
| +14% | +$99.2K | 0.07% | 261 |
|
|
2020
Q2 | $715K | Buy |
21,727
+7,241
| +50% | +$238K | 0.07% | 281 |
|
|
2020
Q1 | $641K | Sell |
14,486
-1,271
| -8% | -$56.2K | 0.07% | 267 |
|
|
2019
Q4 | $910K | Buy |
15,757
+1,150
| +8% | +$66.4K | 0.09% | 233 |
|
|
2019
Q3 | $775K | Buy |
14,607
+1,884
| +15% | +$100K | 0.08% | 269 |
|
|
2019
Q2 | $608K | Buy |
12,723
+646
| +5% | +$30.9K | 0.07% | 332 |
|
|
2019
Q1 | $563K | Sell |
12,077
-143
| -1% | -$6.67K | 0.07% | 336 |
|
|
2018
Q4 | $469K | Hold |
12,220
| – | – | 0.07% | 348 |
|
|
2018
Q3 | $544K | Buy |
12,220
+350
| +3% | +$15.6K | 0.07% | 333 |
|
|
2018
Q2 | $481K | Buy |
11,870
+15
| +0.1% | +$608 | 0.07% | 347 |
|
|
2018
Q1 | $462K | Buy |
11,855
+1,318
| +13% | +$51.4K | 0.06% | 367 |
|
|
2017
Q4 | $459K | Buy |
10,537
+23
| +0.2% | +$1K | 0.06% | 370 |
|
|
2017
Q3 | $434K | Sell |
10,514
-2
| -0% | -$83 | 0.06% | 366 |
|
|
2017
Q2 | $412K | Sell |
10,516
-3,605
| -26% | -$141K | 0.07% | 350 |
|
|
2017
Q1 | $515K | Sell |
14,121
-9,572
| -40% | -$349K | 0.09% | 280 |
|
|
2016
Q4 | $782K | Hold |
23,693
| – | – | 0.15% | 152 |
|
|
2016
Q3 | $833K | Sell |
23,693
-391
| -2% | -$13.7K | 0.17% | 142 |
|
|
2016
Q2 | $796K | Sell |
24,084
-1,476
| -6% | -$48.8K | 0.18% | 127 |
|
|
2016
Q1 | $889K | Buy |
25,560
+4,833
| +23% | +$168K | 0.21% | 105 |
|
|
2015
Q4 | $654K | Sell |
20,727
-2,523
| -11% | -$79.6K | 0.16% | 148 |
|
|
2015
Q3 | $731K | Sell |
23,250
-442
| -2% | -$13.9K | 0.19% | 116 |
|
|
2015
Q2 | $828K | Buy |
23,692
+8,493
| +56% | +$297K | 0.2% | 108 |
|
|
2015
Q1 | $815K | Buy |
15,199
+179
| +1% | +$9.6K | 0.2% | 109 |
|
|
2014
Q4 | $753K | Buy |
15,020
+515
| +4% | +$25.8K | 0.19% | 117 |
|
|
2014
Q3 | $652K | Buy |
14,505
+766
| +6% | +$34.4K | 0.18% | 133 |
|
|
2014
Q2 | $605K | Buy |
13,739
+474
| +4% | +$20.9K | 0.17% | 147 |
|
|
2014
Q1 | $542K | Buy |
13,265
+90
| +0.7% | +$3.68K | 0.16% | 169 |
|
|
2013
Q4 | $512K | Buy |
13,175
+2,547
| +24% | +$99K | 0.15% | 169 |
|
|
2013
Q3 | $397K | Buy |
10,628
+622
| +6% | +$23.2K | 0.12% | 207 |
|
|
2013
Q2 | $360K | Buy |
+10,006
| New | +$360K | 0.13% | 190 |
|