LNWWM
Laird Norton Wetherby Wealth Management’s BOK Financial BOKF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
+2,580
| New | +$252K | 0.01% | 793 |
|
|
2024
Q4 | $270K | Hold |
2,532
| – | – | 0.01% | 732 |
|
|
2024
Q3 | $265K | Sell |
2,532
-73
| -3% | -$7.64K | 0.01% | 776 |
|
|
2024
Q2 | $239K | Sell |
2,605
-24
| -0.9% | -$2.2K | 0.01% | 778 |
|
|
2024
Q1 | $242K | Buy |
2,629
+48
| +2% | +$4.42K | 0.01% | 806 |
|
|
2023
Q4 | $221K | Sell |
2,581
-72
| -3% | -$6.17K | 0.01% | 824 |
|
|
2023
Q3 | $212K | Buy |
2,653
+49
| +2% | +$3.92K | 0.01% | 802 |
|
|
2023
Q2 | $210K | Sell |
2,604
-24
| -0.9% | -$1.94K | 0.01% | 827 |
|
|
2023
Q1 | $222K | Buy |
2,628
+6
| +0.2% | +$506 | 0.01% | 791 |
|
|
2022
Q4 | $272K | Hold |
2,622
| – | – | 0.02% | 717 |
|
|
2022
Q3 | $233K | Buy |
+2,622
| New | +$233K | 0.02% | 752 |
|
|
2022
Q2 | – | Sell |
-2,545
| Closed | -$239K | – | 902 |
|
|
2022
Q1 | $239K | Sell |
2,545
-20
| -0.8% | -$1.88K | 0.01% | 788 |
|
|
2021
Q4 | $271K | Buy |
2,565
+16
| +0.6% | +$1.69K | 0.02% | 744 |
|
|
2021
Q3 | $228K | Hold |
2,549
| – | – | 0.01% | 794 |
|
|
2021
Q2 | $221K | Hold |
2,549
| – | – | 0.01% | 818 |
|
|
2021
Q1 | $228K | Buy |
+2,549
| New | +$228K | 0.02% | 704 |
|