Laird Norton Wetherby Wealth Management’s Liberty Media Corporation Series A Liberty SiriusXM Common Stock LSXMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,104
| Closed | -$211K | – | 970 |
|
|
2024
Q1 | $211K | Buy |
+7,104
| New | +$211K | 0.01% | 864 |
|
|
2022
Q1 | – | Sell |
-5,440
| Closed | -$203K | – | 961 |
|
|
2021
Q4 | $203K | Sell |
5,440
-2,134
| -28% | -$79.6K | 0.01% | 851 |
|
|
2021
Q3 | $263K | Sell |
7,574
-16,867
| -69% | -$586K | 0.02% | 750 |
|
|
2021
Q2 | $836K | Sell |
24,441
-50,888
| -68% | -$1.74M | 0.05% | 350 |
|
|
2021
Q1 | $2.44M | Sell |
75,329
-12,558
| -14% | -$407K | 0.19% | 101 |
|
|
2020
Q4 | $2.79M | Sell |
87,887
-15,901
| -15% | -$505K | 0.19% | 99 |
|
|
2020
Q3 | $2.53M | Sell |
103,788
-4,960
| -5% | -$121K | 0.23% | 91 |
|
|
2020
Q2 | $2.76M | Sell |
108,748
-11,691
| -10% | -$297K | 0.26% | 80 |
|
|
2020
Q1 | $2.76M | Sell |
120,439
-265
| -0.2% | -$6.07K | 0.31% | 70 |
|
|
2019
Q4 | $4.22M | Buy |
120,704
+499
| +0.4% | +$17.4K | 0.42% | 47 |
|
|
2019
Q3 | $3.61M | Buy |
120,205
+636
| +0.5% | +$19.1K | 0.38% | 57 |
|
|
2019
Q2 | $3.27M | Buy |
119,569
+96,472
| +418% | +$2.64M | 0.36% | 62 |
|
|
2019
Q1 | $637K | Sell |
23,097
-1,563
| -6% | -$43.1K | 0.08% | 297 |
|
|
2018
Q4 | $655K | Buy |
24,660
+7,497
| +44% | +$199K | 0.09% | 255 |
|
|
2018
Q3 | $538K | Buy |
+17,163
| New | +$538K | 0.07% | 339 |
|