LNWWM
Laird Norton Wetherby Wealth Management’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
+59,484
| New | +$3.62M | 0.16% | 117 |
|
|
2024
Q4 | $3.03M | Buy |
61,172
+87
| +0.1% | +$4.3K | 0.15% | 128 |
|
|
2024
Q3 | $2.76M | Sell |
61,085
-343
| -0.6% | -$15.5K | 0.13% | 161 |
|
|
2024
Q2 | $2.67M | Buy |
61,428
+1,064
| +2% | +$46.3K | 0.13% | 160 |
|
|
2024
Q1 | $2.38M | Sell |
60,364
-1,138
| -2% | -$44.8K | 0.11% | 183 |
|
|
2023
Q4 | $2.49M | Buy |
61,502
+2,669
| +5% | +$108K | 0.13% | 158 |
|
|
2023
Q3 | $2.32M | Sell |
58,833
-4,216
| -7% | -$166K | 0.13% | 148 |
|
|
2023
Q2 | $2.5M | Buy |
63,049
+10,922
| +21% | +$433K | 0.13% | 144 |
|
|
2023
Q1 | $1.78M | Buy |
52,127
+1,409
| +3% | +$48.1K | 0.1% | 215 |
|
|
2022
Q4 | $1.58M | Buy |
50,718
+1,176
| +2% | +$36.6K | 0.1% | 222 |
|
|
2022
Q3 | $1.29M | Sell |
49,542
-10,278
| -17% | -$268K | 0.09% | 234 |
|
|
2022
Q2 | $1.95M | Buy |
59,820
+9,047
| +18% | +$296K | 0.13% | 154 |
|
|
2022
Q1 | $1.74M | Buy |
50,773
+2,173
| +4% | +$74.3K | 0.1% | 193 |
|
|
2021
Q4 | $1.47M | Buy |
48,600
+6,473
| +15% | +$195K | 0.08% | 225 |
|
|
2021
Q3 | $1.1M | Sell |
42,127
-1,810
| -4% | -$47.3K | 0.07% | 270 |
|
|
2021
Q2 | $1.27M | Buy |
43,937
+3,407
| +8% | +$98.3K | 0.08% | 242 |
|
|
2021
Q1 | $1.18M | Buy |
40,530
+898
| +2% | +$26.2K | 0.09% | 225 |
|
|
2020
Q4 | $1.03M | Buy |
39,632
+6,803
| +21% | +$176K | 0.07% | 263 |
|
|
2020
Q3 | $643K | Buy |
32,829
+1,947
| +6% | +$38.1K | 0.06% | 319 |
|
|
2020
Q2 | $720K | Sell |
30,882
-13,528
| -30% | -$315K | 0.07% | 278 |
|
|
2020
Q1 | $1.24M | Sell |
44,410
-8,648
| -16% | -$242K | 0.14% | 145 |
|
|
2019
Q4 | $2.07M | Buy |
53,058
+4,575
| +9% | +$179K | 0.2% | 110 |
|
|
2019
Q3 | $1.86M | Sell |
48,483
-18,678
| -28% | -$715K | 0.19% | 120 |
|
|
2019
Q2 | $2.8M | Buy |
67,161
+2,172
| +3% | +$90.7K | 0.31% | 74 |
|
|
2019
Q1 | $2.64M | Buy |
64,989
+170
| +0.3% | +$6.9K | 0.33% | 65 |
|
|
2018
Q4 | $2.66M | Buy |
64,819
+9,962
| +18% | +$409K | 0.38% | 58 |
|
|
2018
Q3 | $2.41M | Sell |
54,857
-801
| -1% | -$35.2K | 0.3% | 72 |
|
|
2018
Q2 | $2.62M | Buy |
55,658
+1,832
| +3% | +$86.4K | 0.36% | 60 |
|
|
2018
Q1 | $2.57M | Sell |
53,826
-485
| -0.9% | -$23.1K | 0.35% | 60 |
|
|
2017
Q4 | $2.8M | Buy |
54,311
+54
| +0.1% | +$2.79K | 0.39% | 55 |
|
|
2017
Q3 | $2.68M | Buy |
54,257
+783
| +1% | +$38.7K | 0.4% | 52 |
|
|
2017
Q2 | $2.48M | Buy |
53,474
+5,937
| +12% | +$275K | 0.42% | 45 |
|
|
2017
Q1 | $1.94M | Buy |
47,537
+4,209
| +10% | +$172K | 0.35% | 59 |
|
|
2016
Q4 | $1.74M | Buy |
43,328
+3,645
| +9% | +$146K | 0.34% | 58 |
|
|
2016
Q3 | $1.49M | Buy |
39,683
+12,522
| +46% | +$471K | 0.3% | 63 |
|
|
2016
Q2 | $851K | Buy |
27,161
+7,040
| +35% | +$221K | 0.19% | 120 |
|
|
2016
Q1 | $626K | Sell |
20,121
-15,377
| -43% | -$478K | 0.15% | 162 |
|
|
2015
Q4 | $1.4M | Buy |
35,498
+10,295
| +41% | +$406K | 0.34% | 62 |
|
|
2015
Q3 | $955K | Sell |
25,203
-4,836
| -16% | -$183K | 0.24% | 88 |
|
|
2015
Q2 | $1.35M | Buy |
30,039
+9,424
| +46% | +$422K | 0.32% | 64 |
|
|
2015
Q1 | $878K | Buy |
20,615
+1,428
| +7% | +$60.8K | 0.21% | 100 |
|
|
2014
Q4 | $906K | Sell |
19,187
-7,689
| -29% | -$363K | 0.23% | 90 |
|
|
2014
Q3 | $1.37M | Buy |
26,876
+2,355
| +10% | +$120K | 0.38% | 51 |
|
|
2014
Q2 | $1.25M | Buy |
24,521
+284
| +1% | +$14.4K | 0.35% | 60 |
|
|
2014
Q1 | $1.23M | Sell |
24,237
-1,358
| -5% | -$69K | 0.35% | 59 |
|
|
2013
Q4 | $1.41M | Sell |
25,595
-1,135
| -4% | -$62.6K | 0.4% | 47 |
|
|
2013
Q3 | $1.45M | Buy |
26,730
+2,362
| +10% | +$128K | 0.45% | 42 |
|
|
2013
Q2 | $1.27M | Buy |
+24,368
| New | +$1.27M | 0.44% | 44 |
|