Laird Norton Wetherby Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
+42,561
| New | +$1.25M | 0.06% | 312 |
|
|
2024
Q4 | $708K | Sell |
41,530
-4,512
| -10% | -$76.9K | 0.03% | 428 |
|
|
2024
Q3 | $797K | Sell |
46,042
-171
| -0.4% | -$2.96K | 0.04% | 415 |
|
|
2024
Q2 | $737K | Sell |
46,213
-487
| -1% | -$7.76K | 0.03% | 421 |
|
|
2024
Q1 | $736K | Buy |
46,700
+289
| +0.6% | +$4.56K | 0.04% | 437 |
|
|
2023
Q4 | $629K | Buy |
46,411
+2,527
| +6% | +$34.2K | 0.03% | 463 |
|
|
2023
Q3 | $482K | Sell |
43,884
-967
| -2% | -$10.6K | 0.03% | 535 |
|
|
2023
Q2 | $472K | Sell |
44,851
-494
| -1% | -$5.2K | 0.03% | 557 |
|
|
2023
Q1 | $463K | Sell |
45,345
-4,365
| -9% | -$44.6K | 0.03% | 562 |
|
|
2022
Q4 | $573K | Buy |
49,710
+3,889
| +8% | +$44.8K | 0.04% | 477 |
|
|
2022
Q3 | $339K | Buy |
45,821
+4,923
| +12% | +$36.4K | 0.02% | 612 |
|
|
2022
Q2 | $357K | Sell |
40,898
-1,232
| -3% | -$10.8K | 0.02% | 619 |
|
|
2022
Q1 | $533K | Buy |
42,130
+4,585
| +12% | +$58K | 0.03% | 506 |
|
|
2021
Q4 | $469K | Buy |
37,545
+693
| +2% | +$8.66K | 0.03% | 546 |
|
|
2021
Q3 | $468K | Buy |
36,852
+854
| +2% | +$10.8K | 0.03% | 521 |
|
|
2021
Q2 | $471K | Buy |
35,998
+770
| +2% | +$10.1K | 0.03% | 526 |
|
|
2021
Q1 | $422K | Sell |
35,228
-3,174
| -8% | -$38K | 0.03% | 494 |
|
|
2020
Q4 | $419K | Buy |
38,402
+1,490
| +4% | +$16.3K | 0.03% | 514 |
|
|
2020
Q3 | $310K | Buy |
36,912
+2,027
| +6% | +$17K | 0.03% | 515 |
|
|
2020
Q2 | $332K | Buy |
34,885
+8,118
| +30% | +$77.3K | 0.03% | 476 |
|
|
2020
Q1 | $172K | Sell |
26,767
-5,261
| -16% | -$33.8K | 0.02% | 590 |
|
|
2019
Q4 | $249K | Sell |
32,028
-12,241
| -28% | -$95.2K | 0.02% | 592 |
|
|
2019
Q3 | $332K | Buy |
44,269
+14,987
| +51% | +$112K | 0.03% | 510 |
|
|
2019
Q2 | $224K | Buy |
29,282
+10,756
| +58% | +$82.3K | 0.02% | 618 |
|
|
2019
Q1 | $150K | Sell |
18,526
-4,495
| -20% | -$36.4K | 0.02% | 632 |
|
|
2018
Q4 | $188K | Buy |
23,021
+2,531
| +12% | +$20.7K | 0.03% | 591 |
|
|
2018
Q3 | $233K | Buy |
+20,490
| New | +$233K | 0.03% | 574 |
|
|
2018
Q2 | – | Sell |
-27,410
| Closed | -$384K | – | 649 |
|
|
2018
Q1 | $384K | Buy |
27,410
+1,327
| +5% | +$18.6K | 0.05% | 421 |
|
|
2017
Q4 | $496K | Buy |
26,083
+1,432
| +6% | +$27.2K | 0.07% | 349 |
|
|
2017
Q3 | $426K | Buy |
24,651
+570
| +2% | +$9.85K | 0.06% | 371 |
|
|
2017
Q2 | $428K | Sell |
24,081
-770
| -3% | -$13.7K | 0.07% | 337 |
|
|
2017
Q1 | $427K | Sell |
24,851
-990
| -4% | -$17K | 0.08% | 328 |
|
|
2016
Q4 | $417K | Buy |
25,841
+12,915
| +100% | +$208K | 0.08% | 311 |
|
|
2016
Q3 | $151K | Sell |
12,926
-10,366
| -45% | -$121K | 0.03% | 501 |
|
|
2016
Q2 | $285K | Buy |
23,292
+4,019
| +21% | +$49.2K | 0.06% | 361 |
|
|
2016
Q1 | $292K | Buy |
+19,273
| New | +$292K | 0.07% | 337 |
|
|
2015
Q4 | – | Sell |
-10,464
| Closed | -$252K | – | 469 |
|
|
2015
Q3 | $252K | Sell |
10,464
-4,929
| -32% | -$119K | 0.06% | 355 |
|
|
2015
Q2 | $414K | Sell |
15,393
-224
| -1% | -$6.03K | 0.1% | 251 |
|
|
2015
Q1 | $484K | Buy |
15,617
+1,740
| +13% | +$53.9K | 0.12% | 209 |
|
|
2014
Q4 | $372K | Buy |
13,877
+4,404
| +46% | +$118K | 0.09% | 262 |
|
|
2014
Q3 | $294K | Sell |
9,473
-47
| -0.5% | -$1.46K | 0.08% | 303 |
|
|
2014
Q2 | $299K | Buy |
9,520
+98
| +1% | +$3.08K | 0.08% | 298 |
|
|
2014
Q1 | $360K | Sell |
9,422
-14
| -0.1% | -$535 | 0.1% | 254 |
|
|
2013
Q4 | $388K | Buy |
9,436
+1,194
| +14% | +$49.1K | 0.11% | 233 |
|
|
2013
Q3 | $322K | Buy |
8,242
+1,655
| +25% | +$64.7K | 0.1% | 251 |
|
|
2013
Q2 | $235K | Buy |
+6,587
| New | +$235K | 0.08% | 303 |
|