Laird Norton Wetherby Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $808K | Buy |
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|
2025
Q2 | $811K | Buy |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $938K | Sell |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $900K | Buy |
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|
2023
Q2 | $809K | Buy |
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|
2023
Q1 | $958K | Sell |
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|
2022
Q4 | $804K | Sell |
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | $647K | Sell |
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|
2022
Q1 | $796K | Buy |
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|
2021
Q4 | $823K | Sell |
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|
2021
Q3 | $843K | Buy |
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|
2021
Q2 | $711K | Buy |
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|
2021
Q1 | $533K | Sell |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $321K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $371K | Sell |
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|
2019
Q1 | $454K | Sell |
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|
2018
Q4 | $395K | Buy |
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|
2018
Q3 | $406K | Buy |
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|
2018
Q2 | $344K | Hold |
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|
2018
Q1 | $311K | Buy |
|