LNWWM
Laird Norton Wetherby Wealth Management’s IQVIA IQV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+1,671
| New | +$263K | 0.01% | 778 |
|
|
2024
Q4 | $392K | Sell |
1,995
-136
| -6% | -$26.7K | 0.02% | 615 |
|
|
2024
Q3 | $505K | Sell |
2,131
-29
| -1% | -$6.87K | 0.02% | 558 |
|
|
2024
Q2 | $457K | Sell |
2,160
-48
| -2% | -$10.1K | 0.02% | 562 |
|
|
2024
Q1 | $558K | Sell |
2,208
-2
| -0.1% | -$506 | 0.03% | 529 |
|
|
2023
Q4 | $511K | Sell |
2,210
-313
| -12% | -$72.4K | 0.03% | 535 |
|
|
2023
Q3 | $496K | Sell |
2,523
-135
| -5% | -$26.6K | 0.03% | 521 |
|
|
2023
Q2 | $597K | Sell |
2,658
-6
| -0.2% | -$1.35K | 0.03% | 473 |
|
|
2023
Q1 | $530K | Sell |
2,664
-87
| -3% | -$17.3K | 0.03% | 511 |
|
|
2022
Q4 | $564K | Buy |
2,751
+325
| +13% | +$66.6K | 0.04% | 484 |
|
|
2022
Q3 | $439K | Sell |
2,426
-34
| -1% | -$6.15K | 0.03% | 539 |
|
|
2022
Q2 | $534K | Buy |
2,460
+40
| +2% | +$8.68K | 0.04% | 483 |
|
|
2022
Q1 | $560K | Sell |
2,420
-341
| -12% | -$78.9K | 0.03% | 486 |
|
|
2021
Q4 | $779K | Buy |
2,761
+102
| +4% | +$28.8K | 0.04% | 374 |
|
|
2021
Q3 | $637K | Buy |
2,659
+6
| +0.2% | +$1.44K | 0.04% | 425 |
|
|
2021
Q2 | $643K | Buy |
2,653
+433
| +20% | +$105K | 0.04% | 420 |
|
|
2021
Q1 | $429K | Sell |
2,220
-624
| -22% | -$121K | 0.03% | 486 |
|
|
2020
Q4 | $510K | Buy |
2,844
+527
| +23% | +$94.5K | 0.03% | 450 |
|
|
2020
Q3 | $365K | Sell |
2,317
-62
| -3% | -$9.77K | 0.03% | 466 |
|
|
2020
Q2 | $338K | Sell |
2,379
-580
| -20% | -$82.4K | 0.03% | 468 |
|
|
2020
Q1 | $319K | Sell |
2,959
-93
| -3% | -$10K | 0.04% | 435 |
|
|
2019
Q4 | $472K | Buy |
3,052
+219
| +8% | +$33.9K | 0.05% | 424 |
|
|
2019
Q3 | $423K | Buy |
2,833
+393
| +16% | +$58.7K | 0.04% | 446 |
|
|
2019
Q2 | $393K | Buy |
2,440
+129
| +6% | +$20.8K | 0.04% | 457 |
|
|
2019
Q1 | $332K | Buy |
2,311
+158
| +7% | +$22.7K | 0.04% | 479 |
|
|
2018
Q4 | $250K | Buy |
2,153
+189
| +10% | +$21.9K | 0.04% | 517 |
|
|
2018
Q3 | $255K | Buy |
+1,964
| New | +$255K | 0.03% | 551 |
|