LNWWM
Laird Norton Wetherby Wealth Management’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $263K | Buy |
+2,929
| New | +$263K | 0.01% | 744 |
|
|
2024
Q2 | – | Sell |
-3,386
| Closed | -$202K | – | 924 |
|
|
2024
Q1 | $202K | Buy |
3,386
+14
| +0.4% | +$834 | 0.01% | 880 |
|
|
2023
Q4 | $200K | Buy |
+3,372
| New | +$200K | 0.01% | 856 |
|
|
2023
Q3 | – | Sell |
-4,717
| Closed | -$241K | – | 909 |
|
|
2023
Q2 | $241K | Sell |
4,717
-4,101
| -47% | -$210K | 0.01% | 781 |
|
|
2023
Q1 | $514K | Sell |
8,818
-412
| -4% | -$24K | 0.03% | 522 |
|
|
2022
Q4 | $512K | Buy |
9,230
+227
| +3% | +$12.6K | 0.03% | 509 |
|
|
2022
Q3 | $481K | Buy |
9,003
+3,423
| +61% | +$183K | 0.03% | 508 |
|
|
2022
Q2 | $320K | Buy |
5,580
+258
| +5% | +$14.8K | 0.02% | 653 |
|
|
2022
Q1 | $570K | Sell |
5,322
-307
| -5% | -$32.9K | 0.03% | 482 |
|
|
2021
Q4 | $857K | Sell |
5,629
-852
| -13% | -$130K | 0.05% | 348 |
|
|
2021
Q3 | $1.67M | Buy |
6,481
+602
| +10% | +$155K | 0.1% | 180 |
|
|
2021
Q2 | $1.64M | Sell |
5,879
-92
| -2% | -$25.7K | 0.1% | 186 |
|
|
2021
Q1 | $1.21M | Sell |
5,971
-957
| -14% | -$194K | 0.09% | 219 |
|
|
2020
Q4 | $1.54M | Buy |
6,928
+410
| +6% | +$91.1K | 0.1% | 183 |
|
|
2020
Q3 | $1.4M | Sell |
6,518
-102
| -2% | -$22K | 0.12% | 156 |
|
|
2020
Q2 | $1.14M | Sell |
6,620
-2,010
| -23% | -$346K | 0.11% | 184 |
|
|
2020
Q1 | $797K | Buy |
8,630
+398
| +5% | +$36.8K | 0.09% | 223 |
|
|
2019
Q4 | $610K | Sell |
8,232
-4
| -0% | -$296 | 0.06% | 348 |
|
|
2019
Q3 | $510K | Sell |
8,236
-2,553
| -24% | -$158K | 0.05% | 392 |
|
|
2019
Q2 | $536K | Sell |
10,789
-8,271
| -43% | -$411K | 0.06% | 371 |
|
|
2019
Q1 | $988K | Buy |
+19,060
| New | +$988K | 0.12% | 188 |
|