LNWWM
Laird Norton Wetherby Wealth Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
+808
| New | +$218K | 0.01% | 838 |
|
|
2024
Q4 | $222K | Sell |
801
-11
| -1% | -$3.05K | 0.01% | 807 |
|
|
2024
Q3 | $206K | Buy |
+812
| New | +$206K | 0.01% | 868 |
|
|
2015
Q3 | – | Sell |
-6,500
| Closed | -$351K | – | 463 |
|
|
2015
Q2 | $351K | Hold |
6,500
| – | – | 0.08% | 275 |
|
|
2015
Q1 | $336K | Hold |
6,500
| – | – | 0.08% | 295 |
|
|
2014
Q4 | $340K | Buy |
+6,500
| New | +$340K | 0.09% | 281 |
|