Laird Norton Wetherby Wealth Management’s New Oriental EDU Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio EDU Stock Details EDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$688K	Sell	12,965 -33	-0.3%	-$1.63K	0.03%	475
2025 Q2	$701K	Buy	+12,998	New	+$617K	0.03%	469
2024 Q4	$846K	Sell	13,176 -610	-4%	-$39.1K	0.04%	374
2024 Q3	$1.05M	Sell	13,786 -147	-1%	-$10.1K	0.05%	344
2024 Q2	$1.08M	Sell	13,933 -63	-0.5%	-$5.13K	0.05%	332
2024 Q1	$1.22M	Hold	13,996	–	–	0.06%	319
2023 Q4	$1.03M	Sell	13,996 -127	-0.9%	-$8.81K	0.05%	349
2023 Q3	$827K	Sell	14,123 -827	-6%	-$43.4K	0.05%	374
2023 Q2	$590K	Hold	14,950	–	–	0.03%	477
2023 Q1	$577K	Buy	14,950 +13	+0.1%	+$525	0.03%	485
2022 Q4	$520K	Sell	14,937 -292	-2%	-$8.25K	0.03%	504
2022 Q3	$365K	Buy	15,229 +4,530	+42%	+$113K	0.03%	590
2022 Q2	$218K	Buy	+10,699	New	+$147K	0.01%	791
2022 Q1	–	Sell	-5,424	Closed	-$114K	–	937
2021 Q4	$114K	Buy	5,424 +2,807	+107%	+$60.6K	0.01%	902
2021 Q3	$54K	Sell	2,617 -2,274	-46%	-$72.2K	﹤0.01%	925
2021 Q2	$401K	Buy	4,891 +29	+0.6%	+$3.52K	0.02%	595
2021 Q1	$680K	Sell	4,862 -6	-0.1%	-$1.05K	0.05%	353
2020 Q4	$905K	Buy	4,868 +114	+2%	+$19.2K	0.06%	295
2020 Q3	$710K	Buy	4,754 +86	+2%	+$12.4K	0.06%	298
2020 Q2	$608K	Buy	4,668 +416	+10%	+$50.7K	0.06%	317
2020 Q1	$460K	Buy	4,252 +56	+1%	+$7.19K	0.05%	340
2019 Q4	$509K	Sell	4,196 -58	-1%	-$6.93K	0.05%	403
2019 Q3	$471K	Buy	4,254 +195	+5%	+$20.4K	0.05%	419
2019 Q2	$392K	Buy	4,059 +183	+5%	+$16.4K	0.04%	460
2019 Q1	$349K	Buy	+3,876	New	+$292K	0.04%	463
2018 Q4	–	Sell	-3,516	Closed	-$260K	–	654
2018 Q3	$260K	Buy	3,516 +142	+4%	+$11.8K	0.03%	545
2018 Q2	$319K	Sell	3,374 -46	-1%	-$4.4K	0.04%	457
2018 Q1	$300K	Buy	3,420 +46	+1%	+$4.28K	0.04%	481
2017 Q4	$317K	Buy	3,374 +22	+0.7%	+$1.95K	0.04%	459
2017 Q3	$296K	Buy	3,352 +138	+4%	+$11.2K	0.04%	461
2017 Q2	$227K	Buy	+3,214	New	+$221K	0.04%	500