Laird Norton Wetherby Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
+1,407
| New | +$811K | 0.04% | 420 |
|
|
2024
Q4 | $826K | Sell |
1,377
-143
| -9% | -$85.8K | 0.04% | 383 |
|
|
2024
Q3 | $886K | Sell |
1,520
-42
| -3% | -$24.5K | 0.04% | 386 |
|
|
2024
Q2 | $752K | Sell |
1,562
-111
| -7% | -$53.5K | 0.04% | 416 |
|
|
2024
Q1 | $938K | Sell |
1,673
-13
| -0.8% | -$7.29K | 0.04% | 374 |
|
|
2023
Q4 | $954K | Sell |
1,686
-69
| -4% | -$39K | 0.05% | 364 |
|
|
2023
Q3 | $900K | Buy |
1,755
+31
| +2% | +$15.9K | 0.05% | 349 |
|
|
2023
Q2 | $809K | Buy |
1,724
+13
| +0.8% | +$6.1K | 0.04% | 386 |
|
|
2023
Q1 | $958K | Sell |
1,711
-18
| -1% | -$10.1K | 0.06% | 345 |
|
|
2022
Q4 | $804K | Sell |
1,729
-145
| -8% | -$67.5K | 0.05% | 370 |
|
|
2022
Q3 | $790K | Buy |
1,874
+305
| +19% | +$129K | 0.06% | 342 |
|
|
2022
Q2 | $647K | Sell |
1,569
-14
| -0.9% | -$5.77K | 0.04% | 410 |
|
|
2022
Q1 | $796K | Buy |
1,583
+240
| +18% | +$121K | 0.05% | 370 |
|
|
2021
Q4 | $823K | Sell |
1,343
-43
| -3% | -$26.4K | 0.05% | 358 |
|
|
2021
Q3 | $843K | Buy |
1,386
+53
| +4% | +$32.2K | 0.05% | 342 |
|
|
2021
Q2 | $711K | Buy |
1,333
+61
| +5% | +$32.5K | 0.04% | 388 |
|
|
2021
Q1 | $533K | Sell |
1,272
-54
| -4% | -$22.6K | 0.04% | 415 |
|
|
2020
Q4 | $592K | Buy |
1,326
+15
| +1% | +$6.7K | 0.04% | 410 |
|
|
2020
Q3 | $467K | Buy |
1,311
+20
| +2% | +$7.12K | 0.04% | 395 |
|
|
2020
Q2 | $431K | Buy |
1,291
+178
| +16% | +$59.4K | 0.04% | 398 |
|
|
2020
Q1 | $321K | Sell |
1,113
-127
| -10% | -$36.6K | 0.04% | 432 |
|
|
2019
Q4 | $321K | Sell |
1,240
-424
| -25% | -$110K | 0.03% | 520 |
|
|
2019
Q3 | $362K | Buy |
1,664
+113
| +7% | +$24.6K | 0.04% | 493 |
|
|
2019
Q2 | $371K | Sell |
1,551
-734
| -32% | -$176K | 0.04% | 472 |
|
|
2019
Q1 | $454K | Sell |
2,285
-396
| -15% | -$78.7K | 0.06% | 391 |
|
|
2018
Q4 | $395K | Buy |
2,681
+388
| +17% | +$57.2K | 0.06% | 388 |
|
|
2018
Q3 | $406K | Buy |
2,293
+212
| +10% | +$37.5K | 0.05% | 412 |
|
|
2018
Q2 | $344K | Hold |
2,081
| – | – | 0.05% | 435 |
|
|
2018
Q1 | $311K | Buy |
+2,081
| New | +$311K | 0.04% | 468 |
|