Laird Norton Wetherby Wealth Management’s Flex FLEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Buy |
+14,234
| New | +$711K | 0.03% | 463 |
|
|
2024
Q4 | $399K | Sell |
10,398
-133
| -1% | -$5.11K | 0.02% | 608 |
|
|
2024
Q3 | $352K | Sell |
10,531
-236
| -2% | -$7.89K | 0.02% | 674 |
|
|
2024
Q2 | $318K | Sell |
10,767
-123
| -1% | -$3.63K | 0.02% | 688 |
|
|
2024
Q1 | $312K | Sell |
10,890
-3,561
| -25% | -$102K | 0.01% | 730 |
|
|
2023
Q4 | $332K | Sell |
14,451
-601
| -4% | -$13.8K | 0.02% | 685 |
|
|
2023
Q3 | $306K | Sell |
15,052
-575
| -4% | -$11.7K | 0.02% | 678 |
|
|
2023
Q2 | $325K | Sell |
15,627
-2,764
| -15% | -$57.6K | 0.02% | 683 |
|
|
2023
Q1 | $319K | Sell |
18,391
-702
| -4% | -$12.2K | 0.02% | 677 |
|
|
2022
Q4 | $309K | Buy |
19,093
+43
| +0.2% | +$695 | 0.02% | 672 |
|
|
2022
Q3 | $239K | Buy |
19,050
+837
| +5% | +$10.5K | 0.02% | 736 |
|
|
2022
Q2 | $199K | Buy |
+18,213
| New | +$199K | 0.01% | 816 |
|
|
2020
Q4 | – | Sell |
-13,437
| Closed | -$113K | – | 885 |
|
|
2020
Q3 | $113K | Sell |
13,437
-780
| -5% | -$6.56K | 0.01% | 690 |
|
|
2020
Q2 | $110K | Buy |
+14,217
| New | +$110K | 0.01% | 692 |
|
|
2020
Q1 | – | Sell |
-16,926
| Closed | -$161K | – | 708 |
|
|
2019
Q4 | $161K | Sell |
16,926
-247
| -1% | -$2.35K | 0.02% | 678 |
|
|
2019
Q3 | $135K | Sell |
17,173
-659
| -4% | -$5.18K | 0.01% | 683 |
|
|
2019
Q2 | $129K | Sell |
17,832
-57
| -0.3% | -$412 | 0.01% | 665 |
|
|
2019
Q1 | $135K | Buy |
17,889
+2,131
| +14% | +$16.1K | 0.02% | 642 |
|
|
2018
Q4 | $90K | Buy |
+15,758
| New | +$90K | 0.01% | 618 |
|