LNWWM
Laird Norton Wetherby Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Buy |
+28,846
| New | +$7.87M | 0.35% | 40 |
|
|
2024
Q4 | $9.27M | Sell |
27,715
-237
| -0.8% | -$79.2K | 0.44% | 32 |
|
|
2024
Q3 | $7.65M | Buy |
27,952
+413
| +1% | +$113K | 0.35% | 42 |
|
|
2024
Q2 | $7.08M | Buy |
27,539
+355
| +1% | +$91.3K | 0.33% | 45 |
|
|
2024
Q1 | $8.19M | Buy |
27,184
+338
| +1% | +$102K | 0.39% | 39 |
|
|
2023
Q4 | $7.06M | Sell |
26,846
-143
| -0.5% | -$37.6K | 0.37% | 43 |
|
|
2023
Q3 | $5.47M | Sell |
26,989
-1,884
| -7% | -$382K | 0.31% | 54 |
|
|
2023
Q2 | $6.1M | Buy |
28,873
+458
| +2% | +$96.8K | 0.33% | 51 |
|
|
2023
Q1 | $5.68M | Buy |
28,415
+3,125
| +12% | +$624K | 0.33% | 51 |
|
|
2022
Q4 | $3.35M | Buy |
25,290
+405
| +2% | +$53.7K | 0.22% | 96 |
|
|
2022
Q3 | $3.58M | Sell |
24,885
-1,219
| -5% | -$175K | 0.25% | 68 |
|
|
2022
Q2 | $4.31M | Buy |
26,104
+2,507
| +11% | +$414K | 0.29% | 56 |
|
|
2022
Q1 | $5.01M | Sell |
23,597
-55
| -0.2% | -$11.7K | 0.29% | 57 |
|
|
2021
Q4 | $6.01M | Buy |
23,652
+1,128
| +5% | +$287K | 0.34% | 50 |
|
|
2021
Q3 | $6.11M | Buy |
22,524
+551
| +3% | +$149K | 0.38% | 43 |
|
|
2021
Q2 | $5.37M | Buy |
21,973
+1,026
| +5% | +$251K | 0.33% | 50 |
|
|
2021
Q1 | $4.44M | Sell |
20,947
-16,039
| -43% | -$3.4M | 0.34% | 51 |
|
|
2020
Q4 | $8.23M | Buy |
36,986
+15,878
| +75% | +$3.53M | 0.56% | 28 |
|
|
2020
Q3 | $5.31M | Buy |
21,108
+721
| +4% | +$181K | 0.47% | 34 |
|
|
2020
Q2 | $3.82M | Buy |
20,387
+1,132
| +6% | +$212K | 0.36% | 51 |
|
|
2020
Q1 | $2.77M | Buy |
19,255
+664
| +4% | +$95.6K | 0.31% | 69 |
|
|
2019
Q4 | $3.02M | Sell |
18,591
-1,564
| -8% | -$254K | 0.3% | 73 |
|
|
2019
Q3 | $2.99M | Buy |
20,155
+869
| +5% | +$129K | 0.31% | 69 |
|
|
2019
Q2 | $2.93M | Buy |
19,286
+3,234
| +20% | +$491K | 0.32% | 69 |
|
|
2019
Q1 | $2.54M | Buy |
16,052
+341
| +2% | +$54K | 0.32% | 68 |
|
|
2018
Q4 | $2.15M | Buy |
15,711
+1,113
| +8% | +$152K | 0.3% | 70 |
|
|
2018
Q3 | $2.32M | Buy |
14,598
+495
| +4% | +$78.7K | 0.29% | 76 |
|
|
2018
Q2 | $1.92M | Buy |
14,103
+711
| +5% | +$97K | 0.26% | 83 |
|
|
2018
Q1 | $1.56M | Buy |
13,392
+916
| +7% | +$107K | 0.22% | 99 |
|
|
2017
Q4 | $1.28M | Buy |
12,476
+350
| +3% | +$35.8K | 0.18% | 127 |
|
|
2017
Q3 | $1.13M | Buy |
12,126
+510
| +4% | +$47.7K | 0.17% | 137 |
|
|
2017
Q2 | $1.01M | Buy |
11,616
+829
| +8% | +$71.8K | 0.17% | 142 |
|
|
2017
Q1 | $890K | Buy |
10,787
+769
| +8% | +$63.4K | 0.16% | 147 |
|
|
2016
Q4 | $686K | Buy |
10,018
+862
| +9% | +$59K | 0.13% | 188 |
|
|
2016
Q3 | $653K | Sell |
9,156
-373
| -4% | -$26.6K | 0.13% | 190 |
|
|
2016
Q2 | $756K | Buy |
9,529
+928
| +11% | +$73.6K | 0.17% | 141 |
|
|
2016
Q1 | $635K | Sell |
8,601
-627
| -7% | -$46.3K | 0.15% | 158 |
|
|
2015
Q4 | $723K | Buy |
9,228
+587
| +7% | +$46K | 0.17% | 126 |
|
|
2015
Q3 | $600K | Buy |
8,641
+764
| +10% | +$53K | 0.15% | 158 |
|
|
2015
Q2 | $549K | Buy |
7,877
+575
| +8% | +$40.1K | 0.13% | 188 |
|
|
2015
Q1 | $487K | Buy |
7,302
+589
| +9% | +$39.3K | 0.12% | 207 |
|
|
2014
Q4 | $398K | Buy |
6,713
+494
| +8% | +$29.3K | 0.1% | 235 |
|
|
2014
Q3 | $358K | Sell |
6,219
-175
| -3% | -$10.1K | 0.1% | 254 |
|
|
2014
Q2 | $371K | Sell |
6,394
-223
| -3% | -$12.9K | 0.1% | 246 |
|
|
2014
Q1 | $378K | Sell |
6,617
-22
| -0.3% | -$1.26K | 0.11% | 237 |
|
|
2013
Q4 | $367K | Sell |
6,639
-36
| -0.5% | -$1.99K | 0.1% | 240 |
|
|
2013
Q3 | $346K | Buy |
6,675
+572
| +9% | +$29.7K | 0.11% | 237 |
|
|
2013
Q2 | $233K | Buy |
+6,103
| New | +$233K | 0.08% | 305 |
|