LNWWM
CS
Laird Norton Wetherby Wealth Management’s Credit Suisse Group CS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-41,375
| Closed | -$36.8K | – | 974 |
|
|
2023
Q1 | $36.8K | Buy |
41,375
+7,625
| +23% | +$6.79K | ﹤0.01% | 903 |
|
|
2022
Q4 | $103K | Sell |
33,750
-3,118
| -8% | -$9.48K | 0.01% | 854 |
|
|
2022
Q3 | $145K | Buy |
36,868
+13,205
| +56% | +$51.9K | 0.01% | 821 |
|
|
2022
Q2 | $134K | Sell |
23,663
-8,627
| -27% | -$48.9K | 0.01% | 853 |
|
|
2022
Q1 | $253K | Sell |
32,290
-12,398
| -28% | -$97.1K | 0.01% | 769 |
|
|
2021
Q4 | $431K | Buy |
44,688
+4,626
| +12% | +$44.6K | 0.02% | 574 |
|
|
2021
Q3 | $395K | Sell |
40,062
-2,439
| -6% | -$24K | 0.02% | 584 |
|
|
2021
Q2 | $446K | Sell |
42,501
-2,004
| -5% | -$21K | 0.03% | 553 |
|
|
2021
Q1 | $472K | Sell |
44,505
-647
| -1% | -$6.86K | 0.04% | 451 |
|
|
2020
Q4 | $578K | Buy |
45,152
+519
| +1% | +$6.64K | 0.04% | 424 |
|
|
2020
Q3 | $445K | Buy |
44,633
+2,152
| +5% | +$21.5K | 0.04% | 410 |
|
|
2020
Q2 | $438K | Buy |
42,481
+11,401
| +37% | +$118K | 0.04% | 389 |
|
|
2020
Q1 | $251K | Sell |
31,080
-38,465
| -55% | -$311K | 0.03% | 505 |
|
|
2019
Q4 | $935K | Sell |
69,545
-3,627
| -5% | -$48.8K | 0.09% | 226 |
|
|
2019
Q3 | $893K | Buy |
73,172
+4,437
| +6% | +$54.2K | 0.09% | 230 |
|
|
2019
Q2 | $823K | Buy |
68,735
+8,697
| +14% | +$104K | 0.09% | 245 |
|
|
2019
Q1 | $700K | Buy |
60,038
+4,774
| +9% | +$55.7K | 0.09% | 264 |
|
|
2018
Q4 | $601K | Buy |
55,264
+3,581
| +7% | +$38.9K | 0.09% | 272 |
|
|
2018
Q3 | $772K | Buy |
51,683
+590
| +1% | +$8.81K | 0.1% | 241 |
|
|
2018
Q2 | $760K | Buy |
51,093
+269
| +0.5% | +$4K | 0.1% | 234 |
|
|
2018
Q1 | $853K | Buy |
50,824
+2,726
| +6% | +$45.8K | 0.12% | 202 |
|
|
2017
Q4 | $859K | Buy |
48,098
+1,480
| +3% | +$26.4K | 0.12% | 203 |
|
|
2017
Q3 | $736K | Buy |
46,618
+2,665
| +6% | +$42.1K | 0.11% | 224 |
|
|
2017
Q2 | $642K | Sell |
43,953
-1,952
| -4% | -$28.5K | 0.11% | 238 |
|
|
2017
Q1 | $681K | Buy |
45,905
+1,459
| +3% | +$21.6K | 0.12% | 214 |
|
|
2016
Q4 | $636K | Buy |
44,446
+4,227
| +11% | +$60.5K | 0.12% | 212 |
|
|
2016
Q3 | $529K | Buy |
40,219
+11,422
| +40% | +$150K | 0.11% | 244 |
|
|
2016
Q2 | $308K | Buy |
28,797
+17,586
| +157% | +$188K | 0.07% | 341 |
|
|
2016
Q1 | $159K | Sell |
11,211
-3,803
| -25% | -$53.9K | 0.04% | 455 |
|
|
2015
Q4 | $326K | Sell |
15,014
-3,052
| -17% | -$66.3K | 0.08% | 301 |
|
|
2015
Q3 | $434K | Buy |
18,066
+1,844
| +11% | +$44.3K | 0.11% | 225 |
|
|
2015
Q2 | $448K | Buy |
16,222
+1,999
| +14% | +$55.2K | 0.11% | 233 |
|
|
2015
Q1 | $383K | Sell |
14,223
-3,412
| -19% | -$91.9K | 0.09% | 268 |
|
|
2014
Q4 | $443K | Buy |
17,635
+2,067
| +13% | +$51.9K | 0.11% | 211 |
|
|
2014
Q3 | $430K | Sell |
15,568
-1,419
| -8% | -$39.2K | 0.12% | 207 |
|
|
2014
Q2 | $482K | Sell |
16,987
-745
| -4% | -$21.1K | 0.14% | 187 |
|
|
2014
Q1 | $574K | Buy |
17,732
+1,526
| +9% | +$49.4K | 0.16% | 156 |
|
|
2013
Q4 | $503K | Buy |
16,206
+456
| +3% | +$14.2K | 0.14% | 175 |
|
|
2013
Q3 | $482K | Buy |
15,750
+1,985
| +14% | +$60.7K | 0.15% | 163 |
|
|
2013
Q2 | $364K | Buy |
+13,765
| New | +$364K | 0.13% | 188 |
|