LNWWM
Laird Norton Wetherby Wealth Management’s FIVE9 FIVN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
+70,695
| New | +$1.87M | 0.08% | 235 |
|
|
2024
Q4 | $2.72M | Sell |
66,907
-11
| -0% | -$447 | 0.13% | 148 |
|
|
2024
Q3 | $1.92M | Buy |
66,918
+289
| +0.4% | +$8.3K | 0.09% | 220 |
|
|
2024
Q2 | $2.94M | Buy |
66,629
+3,467
| +5% | +$153K | 0.14% | 137 |
|
|
2024
Q1 | $3.92M | Buy |
63,162
+20
| +0% | +$1.24K | 0.19% | 99 |
|
|
2023
Q4 | $4.97M | Sell |
63,142
-272
| -0.4% | -$21.4K | 0.26% | 67 |
|
|
2023
Q3 | $4.08M | Sell |
63,414
-31
| -0% | -$1.99K | 0.23% | 76 |
|
|
2023
Q2 | $5.23M | Buy |
63,445
+1,618
| +3% | +$133K | 0.28% | 59 |
|
|
2023
Q1 | $4.47M | Sell |
61,827
-641
| -1% | -$46.3K | 0.26% | 67 |
|
|
2022
Q4 | $4.24M | Buy |
62,468
+58,789
| +1,598% | +$3.99M | 0.27% | 66 |
|
|
2022
Q3 | $276K | Sell |
3,679
-134
| -4% | -$10.1K | 0.02% | 686 |
|
|
2022
Q2 | $348K | Buy |
3,813
+1,400
| +58% | +$128K | 0.02% | 625 |
|
|
2022
Q1 | $266K | Sell |
2,413
-74
| -3% | -$8.16K | 0.02% | 745 |
|
|
2021
Q4 | $342K | Sell |
2,487
-113
| -4% | -$15.5K | 0.02% | 663 |
|
|
2021
Q3 | $415K | Buy |
2,600
+98
| +4% | +$15.6K | 0.03% | 561 |
|
|
2021
Q2 | $459K | Buy |
+2,502
| New | +$459K | 0.03% | 538 |
|
|
2021
Q1 | – | Sell |
-4,483
| Closed | -$782K | – | 816 |
|
|
2020
Q4 | $782K | Buy |
+4,483
| New | +$782K | 0.05% | 332 |
|