Laird Norton Wetherby Wealth Management’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Buy |
+4,126
| New | +$724K | 0.03% | 453 |
|
|
2024
Q4 | $445K | Buy |
2,127
+66
| +3% | +$13.8K | 0.02% | 571 |
|
|
2024
Q3 | $442K | Sell |
2,061
-237
| -10% | -$50.8K | 0.02% | 606 |
|
|
2024
Q2 | $462K | Sell |
2,298
-546
| -19% | -$110K | 0.02% | 559 |
|
|
2024
Q1 | $694K | Sell |
2,844
-36
| -1% | -$8.79K | 0.03% | 459 |
|
|
2023
Q4 | $625K | Buy |
2,880
+509
| +21% | +$111K | 0.03% | 467 |
|
|
2023
Q3 | $493K | Sell |
2,371
-356
| -13% | -$74.1K | 0.03% | 525 |
|
|
2023
Q2 | $587K | Buy |
2,727
+435
| +19% | +$93.6K | 0.03% | 478 |
|
|
2023
Q1 | $530K | Sell |
2,292
-289
| -11% | -$66.8K | 0.03% | 512 |
|
|
2022
Q4 | $589K | Buy |
2,581
+148
| +6% | +$33.8K | 0.04% | 469 |
|
|
2022
Q3 | $486K | Buy |
2,433
+87
| +4% | +$17.4K | 0.03% | 504 |
|
|
2022
Q2 | $426K | Sell |
2,346
-69
| -3% | -$12.5K | 0.03% | 552 |
|
|
2022
Q1 | $463K | Buy |
2,415
+47
| +2% | +$9.01K | 0.03% | 550 |
|
|
2021
Q4 | $560K | Sell |
2,368
-45
| -2% | -$10.6K | 0.03% | 474 |
|
|
2021
Q3 | $499K | Sell |
2,413
-2
| -0.1% | -$414 | 0.03% | 505 |
|
|
2021
Q2 | $531K | Buy |
2,415
+854
| +55% | +$188K | 0.03% | 483 |
|
|
2021
Q1 | $327K | Sell |
1,561
-1,068
| -41% | -$224K | 0.02% | 575 |
|
|
2020
Q4 | $524K | Buy |
2,629
+1,047
| +66% | +$209K | 0.04% | 443 |
|
|
2020
Q3 | $289K | Buy |
1,582
+83
| +6% | +$15.2K | 0.03% | 533 |
|
|
2020
Q2 | $237K | Buy |
+1,499
| New | +$237K | 0.02% | 593 |
|