LNWWM
Laird Norton Wetherby Wealth Management’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Buy |
+15,054
| New | +$2.6M | 0.12% | 172 |
|
|
2024
Q4 | $2.79M | Sell |
13,606
-1,198
| -8% | -$246K | 0.13% | 141 |
|
|
2024
Q3 | $2.66M | Sell |
14,804
-148
| -1% | -$26.6K | 0.12% | 169 |
|
|
2024
Q2 | $2.23M | Sell |
14,952
-351
| -2% | -$52.3K | 0.11% | 195 |
|
|
2024
Q1 | $2.45M | Sell |
15,303
-139
| -0.9% | -$22.2K | 0.12% | 179 |
|
|
2023
Q4 | $2.05M | Sell |
15,442
-121
| -0.8% | -$16.1K | 0.11% | 199 |
|
|
2023
Q3 | $1.76M | Buy |
15,563
+73
| +0.5% | +$8.25K | 0.1% | 213 |
|
|
2023
Q2 | $1.95M | Sell |
15,490
-334
| -2% | -$42.1K | 0.11% | 194 |
|
|
2023
Q1 | $1.79M | Buy |
15,824
+358
| +2% | +$40.5K | 0.1% | 214 |
|
|
2022
Q4 | $1.56M | Sell |
15,466
-1,510
| -9% | -$153K | 0.1% | 224 |
|
|
2022
Q3 | $1.59M | Buy |
16,976
+2,563
| +18% | +$240K | 0.11% | 189 |
|
|
2022
Q2 | $1.28M | Buy |
14,413
+697
| +5% | +$62K | 0.09% | 240 |
|
|
2022
Q1 | $1.39M | Sell |
13,716
-852
| -6% | -$86.4K | 0.08% | 237 |
|
|
2021
Q4 | $1.51M | Buy |
14,568
+1,027
| +8% | +$107K | 0.08% | 220 |
|
|
2021
Q3 | $1.47M | Buy |
13,541
+1,158
| +9% | +$126K | 0.09% | 206 |
|
|
2021
Q2 | $1.32M | Buy |
12,383
+217
| +2% | +$23.2K | 0.08% | 232 |
|
|
2021
Q1 | $1.45M | Sell |
12,166
-666
| -5% | -$79.3K | 0.11% | 181 |
|
|
2020
Q4 | $1.46M | Buy |
12,832
+521
| +4% | +$59.3K | 0.1% | 191 |
|
|
2020
Q3 | $1.27M | Sell |
12,311
-2,861
| -19% | -$295K | 0.11% | 174 |
|
|
2020
Q2 | $1.48M | Buy |
15,172
+291
| +2% | +$28.4K | 0.14% | 141 |
|
|
2020
Q1 | $1.41M | Buy |
14,881
+1,547
| +12% | +$147K | 0.16% | 126 |
|
|
2019
Q4 | $1.54M | Sell |
13,334
-71
| -0.5% | -$8.21K | 0.15% | 153 |
|
|
2019
Q3 | $1.39M | Buy |
13,405
+958
| +8% | +$99.3K | 0.15% | 160 |
|
|
2019
Q2 | $1.14M | Buy |
12,447
+191
| +2% | +$17.4K | 0.12% | 185 |
|
|
2019
Q1 | $1.08M | Buy |
12,256
+300
| +3% | +$26.5K | 0.13% | 169 |
|
|
2018
Q4 | $879K | Buy |
11,956
+232
| +2% | +$17.1K | 0.12% | 186 |
|
|
2018
Q3 | $965K | Buy |
11,724
+115
| +1% | +$9.47K | 0.12% | 197 |
|
|
2018
Q2 | $860K | Sell |
11,609
-3
| -0% | -$222 | 0.12% | 201 |
|
|
2018
Q1 | $828K | Buy |
11,612
+6,558
| +130% | +$468K | 0.11% | 209 |
|
|
2017
Q4 | $662K | Buy |
5,054
+181
| +4% | +$23.7K | 0.09% | 267 |
|
|
2017
Q3 | $628K | Buy |
4,873
+364
| +8% | +$46.9K | 0.09% | 272 |
|
|
2017
Q2 | $552K | Sell |
4,509
-2
| -0% | -$245 | 0.09% | 277 |
|
|
2017
Q1 | $520K | Sell |
4,511
-3,902
| -46% | -$450K | 0.09% | 275 |
|
|
2016
Q4 | $894K | Sell |
8,413
-571
| -6% | -$60.7K | 0.18% | 131 |
|
|
2016
Q3 | $894K | Sell |
8,984
-3,814
| -30% | -$380K | 0.18% | 133 |
|
|
2016
Q2 | $1.39M | Buy |
12,798
+258
| +2% | +$28K | 0.31% | 66 |
|
|
2016
Q1 | $1.29M | Sell |
12,540
-11
| -0.1% | -$1.13K | 0.3% | 68 |
|
|
2015
Q4 | $1.15M | Sell |
12,551
-155
| -1% | -$14.2K | 0.28% | 81 |
|
|
2015
Q3 | $1.1M | Buy |
12,706
+307
| +2% | +$26.6K | 0.28% | 75 |
|
|
2015
Q2 | $1.03M | Buy |
12,399
+65
| +0.5% | +$5.38K | 0.25% | 87 |
|
|
2015
Q1 | $980K | Buy |
12,334
+152
| +1% | +$12.1K | 0.24% | 85 |
|
|
2014
Q4 | $865K | Buy |
12,182
+238
| +2% | +$16.9K | 0.22% | 96 |
|
|
2014
Q3 | $772K | Buy |
11,944
+20
| +0.2% | +$1.29K | 0.22% | 109 |
|
|
2014
Q2 | $719K | Sell |
11,924
-84
| -0.7% | -$5.07K | 0.2% | 120 |
|
|
2014
Q1 | $680K | Sell |
12,008
-34
| -0.3% | -$1.93K | 0.19% | 123 |
|
|
2013
Q4 | $711K | Buy |
12,042
+5,896
| +96% | +$348K | 0.2% | 121 |
|
|
2013
Q3 | $621K | Buy |
6,146
+165
| +3% | +$16.7K | 0.19% | 129 |
|
|
2013
Q2 | $522K | Buy |
+5,981
| New | +$522K | 0.18% | 131 |
|