Laird Norton Wetherby Wealth Management’s New Oriental EDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
+12,998
| New | +$701K | 0.03% | 469 |
|
|
2024
Q4 | $846K | Sell |
13,176
-610
| -4% | -$39.2K | 0.04% | 374 |
|
|
2024
Q3 | $1.05M | Sell |
13,786
-147
| -1% | -$11.1K | 0.05% | 344 |
|
|
2024
Q2 | $1.08M | Sell |
13,933
-63
| -0.5% | -$4.9K | 0.05% | 331 |
|
|
2024
Q1 | $1.22M | Hold |
13,996
| – | – | 0.06% | 318 |
|
|
2023
Q4 | $1.03M | Sell |
13,996
-127
| -0.9% | -$9.31K | 0.05% | 348 |
|
|
2023
Q3 | $827K | Sell |
14,123
-827
| -6% | -$48.4K | 0.05% | 374 |
|
|
2023
Q2 | $590K | Hold |
14,950
| – | – | 0.03% | 477 |
|
|
2023
Q1 | $577K | Buy |
14,950
+13
| +0.1% | +$502 | 0.03% | 484 |
|
|
2022
Q4 | $520K | Sell |
14,937
-292
| -2% | -$10.2K | 0.03% | 502 |
|
|
2022
Q3 | $365K | Buy |
15,229
+4,530
| +42% | +$109K | 0.03% | 588 |
|
|
2022
Q2 | $218K | Buy |
+10,699
| New | +$218K | 0.01% | 789 |
|
|
2022
Q1 | – | Sell |
-5,424
| Closed | -$114K | – | 921 |
|
|
2021
Q4 | $114K | Buy |
5,424
+2,807
| +107% | +$59K | 0.01% | 884 |
|
|
2021
Q3 | $54K | Sell |
2,617
-2,274
| -46% | -$46.9K | ﹤0.01% | 898 |
|
|
2021
Q2 | $401K | Buy |
4,891
+29
| +0.6% | +$2.38K | 0.02% | 588 |
|
|
2021
Q1 | $680K | Sell |
4,862
-6
| -0.1% | -$839 | 0.05% | 353 |
|
|
2020
Q4 | $905K | Buy |
4,868
+114
| +2% | +$21.2K | 0.06% | 293 |
|
|
2020
Q3 | $710K | Buy |
4,754
+86
| +2% | +$12.8K | 0.06% | 297 |
|
|
2020
Q2 | $608K | Buy |
4,668
+416
| +10% | +$54.2K | 0.06% | 317 |
|
|
2020
Q1 | $460K | Buy |
4,252
+56
| +1% | +$6.06K | 0.05% | 339 |
|
|
2019
Q4 | $509K | Sell |
4,196
-58
| -1% | -$7.04K | 0.05% | 402 |
|
|
2019
Q3 | $471K | Buy |
4,254
+195
| +5% | +$21.6K | 0.05% | 418 |
|
|
2019
Q2 | $392K | Buy |
4,059
+183
| +5% | +$17.7K | 0.04% | 459 |
|
|
2019
Q1 | $349K | Buy |
+3,876
| New | +$349K | 0.04% | 462 |
|
|
2018
Q4 | – | Sell |
-3,516
| Closed | -$260K | – | 654 |
|
|
2018
Q3 | $260K | Buy |
3,516
+142
| +4% | +$10.5K | 0.03% | 545 |
|
|
2018
Q2 | $319K | Sell |
3,374
-46
| -1% | -$4.35K | 0.04% | 457 |
|
|
2018
Q1 | $300K | Buy |
3,420
+46
| +1% | +$4.04K | 0.04% | 481 |
|
|
2017
Q4 | $317K | Buy |
3,374
+22
| +0.7% | +$2.07K | 0.04% | 459 |
|
|
2017
Q3 | $296K | Buy |
3,352
+138
| +4% | +$12.2K | 0.04% | 461 |
|
|
2017
Q2 | $227K | Buy |
+3,214
| New | +$227K | 0.04% | 500 |
|