Laird Norton Wetherby Wealth Management’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $57.4K | Sell |
10,812
-2,265
| -17% | -$15.6K | ﹤0.01% | 891 |
|
|
2024
Q3 | $92.8K | Buy |
13,077
+671
| +5% | +$2.87K | ﹤0.01% | 921 |
|
|
2024
Q2 | $13.6K | Sell |
12,406
-23,079
| -65% | -$29.3K | ﹤0.01% | 927 |
|
|
2024
Q1 | $55.4K | Buy |
35,485
+18,974
| +115% | +$29.6K | ﹤0.01% | 954 |
|
|
2023
Q4 | $30.2K | Buy |
16,511
+6,004
| +57% | +$8.51K | ﹤0.01% | 918 |
|
|
2023
Q3 | $14.9K | Sell |
10,507
-40,491
| -79% | -$68.5K | ﹤0.01% | 907 |
|
|
2023
Q2 | $115K | Buy |
50,998
+27,622
| +118% | +$60.8K | 0.01% | 915 |
|
|
2023
Q1 | $61.9K | Buy |
23,376
+4,890
| +26% | +$19.7K | ﹤0.01% | 907 |
|
|
2022
Q4 | $96.5K | Buy |
+18,486
| New | +$114K | 0.01% | 864 |
|
|
2022
Q2 | – | Sell |
-11,830
| Closed | -$133K | – | 955 |
|
|
2022
Q1 | $133K | Sell |
11,830
-4,648
| -28% | -$53.2K | 0.01% | 886 |
|
|
2021
Q4 | $207K | Buy |
16,478
+3,308
| +25% | +$42.1K | 0.01% | 854 |
|
|
2021
Q3 | $163K | Buy |
13,170
+441
| +3% | +$5.53K | 0.01% | 884 |
|
|
2021
Q2 | $173K | Buy |
+12,729
| New | +$176K | 0.01% | 888 |
|
|
2020
Q4 | – | Sell |
-13,886
| Closed | -$140K | – | 919 |
|
|
2020
Q3 | $140K | Sell |
13,886
-563
| -4% | -$5.85K | 0.01% | 674 |
|
|
2020
Q2 | $145K | Sell |
14,449
-2,028
| -12% | -$20.3K | 0.01% | 674 |
|
|
2020
Q1 | $156K | Sell |
16,477
-3,425
| -17% | -$42.8K | 0.02% | 601 |
|
|
2019
Q4 | $263K | Buy |
19,902
+878
| +5% | +$11.8K | 0.03% | 575 |
|
|
2019
Q3 | $237K | Buy |
19,024
+4,538
| +31% | +$53.9K | 0.02% | 611 |
|
|
2019
Q2 | $170K | Buy |
+14,486
| New | +$163K | 0.02% | 652 |
|
|
2019
Q1 | – | Sell |
-15,169
| Closed | -$230K | – | 671 |
|
|
2018
Q4 | $230K | Sell |
15,169
-4,243
| -22% | -$81K | 0.03% | 545 |
|
|
2018
Q3 | $412K | Buy |
19,412
+3,411
| +21% | +$71.4K | 0.05% | 410 |
|
|
2018
Q2 | $299K | Buy |
16,001
+4,347
| +37% | +$78.9K | 0.04% | 471 |
|
|
2018
Q1 | $191K | Buy |
+11,654
| New | +$202K | 0.03% | 611 |
|
|
2016
Q2 | – | Sell |
-6,446
| Closed | -$206K | – | 516 |
|
|
2016
Q1 | $206K | Buy |
+6,446
| New | +$181K | 0.05% | 436 |
|
|
2015
Q2 | – | Sell |
-6,794
| Closed | -$235K | – | 504 |
|
|
2015
Q1 | $235K | Buy |
6,794
+330
| +5% | +$12.3K | 0.06% | 385 |
|
|
2014
Q4 | $255K | Buy |
6,464
+26
| +0.4% | +$1.04K | 0.06% | 353 |
|
|
2014
Q3 | $263K | Sell |
6,438
-52
| -0.8% | -$2.04K | 0.07% | 327 |
|
|
2014
Q2 | $235K | Sell |
6,490
-136
| -2% | -$4.88K | 0.07% | 356 |
|
|
2014
Q1 | $218K | Buy |
+6,626
| New | +$203K | 0.06% | 377 |
|
|
2013
Q4 | – | Sell |
-7,391
| Closed | -$232K | – | 442 |
|
|
2013
Q3 | $232K | Buy |
7,391
+1,217
| +20% | +$41.4K | 0.07% | 339 |
|
|
2013
Q2 | $218K | Buy |
+6,174
| New | +$224K | 0.08% | 324 |
|
Other funds holding LUMN
