Laird Norton Wetherby Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $880K | Buy |
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|
2025
Q2 | $711K | Buy |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $312K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $199K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $113K | Sell |
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|
2020
Q2 | $110K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $161K | Sell |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $129K | Sell |
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|
2019
Q1 | $135K | Buy |
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|
2018
Q4 | $90K | Buy |
|