LNWWM
Laird Norton Wetherby Wealth Management’s NiSource NI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+7,225
| New | +$291K | 0.01% | 737 |
|
|
2024
Q4 | $268K | Buy |
7,303
+291
| +4% | +$10.7K | 0.01% | 733 |
|
|
2024
Q3 | $243K | Sell |
7,012
-155
| -2% | -$5.37K | 0.01% | 802 |
|
|
2024
Q2 | $206K | Buy |
+7,167
| New | +$206K | 0.01% | 838 |
|
|
2023
Q3 | – | Sell |
-7,908
| Closed | -$216K | – | 931 |
|
|
2023
Q2 | $216K | Sell |
7,908
-97
| -1% | -$2.65K | 0.01% | 816 |
|
|
2023
Q1 | $224K | Sell |
8,005
-247
| -3% | -$6.91K | 0.01% | 790 |
|
|
2022
Q4 | $226K | Sell |
8,252
-790
| -9% | -$21.7K | 0.01% | 760 |
|
|
2022
Q3 | $228K | Sell |
9,042
-1,766
| -16% | -$44.5K | 0.02% | 762 |
|
|
2022
Q2 | $319K | Sell |
10,808
-257
| -2% | -$7.59K | 0.02% | 654 |
|
|
2022
Q1 | $352K | Buy |
11,065
+918
| +9% | +$29.2K | 0.02% | 654 |
|
|
2021
Q4 | $280K | Sell |
10,147
-12
| -0.1% | -$331 | 0.02% | 733 |
|
|
2021
Q3 | $246K | Sell |
10,159
-737
| -7% | -$17.8K | 0.02% | 767 |
|
|
2021
Q2 | $267K | Buy |
+10,896
| New | +$267K | 0.02% | 745 |
|
|
2020
Q2 | – | Sell |
-9,594
| Closed | -$240K | – | 739 |
|
|
2020
Q1 | $240K | Buy |
9,594
+1,231
| +15% | +$30.8K | 0.03% | 519 |
|
|
2019
Q4 | $233K | Sell |
8,363
-263
| -3% | -$7.33K | 0.02% | 615 |
|
|
2019
Q3 | $258K | Buy |
8,626
+318
| +4% | +$9.51K | 0.03% | 588 |
|
|
2019
Q2 | $239K | Buy |
8,308
+94
| +1% | +$2.7K | 0.03% | 600 |
|
|
2019
Q1 | $235K | Sell |
8,214
-1,612
| -16% | -$46.1K | 0.03% | 575 |
|
|
2018
Q4 | $249K | Buy |
9,826
+414
| +4% | +$10.5K | 0.04% | 519 |
|
|
2018
Q3 | $235K | Buy |
9,412
+127
| +1% | +$3.17K | 0.03% | 570 |
|
|
2018
Q2 | $244K | Sell |
9,285
-282
| -3% | -$7.41K | 0.03% | 532 |
|
|
2018
Q1 | $228K | Buy |
9,567
+430
| +5% | +$10.2K | 0.03% | 565 |
|
|
2017
Q4 | $234K | Buy |
9,137
+362
| +4% | +$9.27K | 0.03% | 545 |
|
|
2017
Q3 | $224K | Sell |
8,775
-41
| -0.5% | -$1.05K | 0.03% | 530 |
|
|
2017
Q2 | $224K | Buy |
8,816
+150
| +2% | +$3.81K | 0.04% | 503 |
|
|
2017
Q1 | $206K | Buy |
+8,666
| New | +$206K | 0.04% | 525 |
|
|
2016
Q4 | – | Sell |
-10,128
| Closed | -$245K | – | 539 |
|
|
2016
Q3 | $245K | Buy |
10,128
+572
| +6% | +$13.8K | 0.05% | 436 |
|
|
2016
Q2 | $253K | Sell |
9,556
-106
| -1% | -$2.81K | 0.06% | 405 |
|
|
2016
Q1 | $227K | Buy |
+9,662
| New | +$227K | 0.05% | 401 |
|
|
2015
Q3 | – | Sell |
-9,587
| Closed | -$437K | – | 478 |
|
|
2015
Q2 | $437K | Buy |
9,587
+66
| +0.7% | +$3.01K | 0.11% | 239 |
|
|
2015
Q1 | $420K | Buy |
9,521
+332
| +4% | +$14.6K | 0.1% | 244 |
|
|
2014
Q4 | $390K | Buy |
9,189
+124
| +1% | +$5.27K | 0.1% | 246 |
|
|
2014
Q3 | $371K | Buy |
9,065
+23
| +0.3% | +$933 | 0.1% | 247 |
|
|
2014
Q2 | $356K | Sell |
9,042
-340
| -4% | -$13.4K | 0.1% | 254 |
|
|
2014
Q1 | $333K | Sell |
9,382
-95
| -1% | -$3.38K | 0.1% | 276 |
|
|
2013
Q4 | $312K | Sell |
9,477
-395
| -4% | -$13K | 0.09% | 278 |
|
|
2013
Q3 | $305K | Buy |
9,872
+116
| +1% | +$3.58K | 0.1% | 264 |
|
|
2013
Q2 | $279K | Buy |
+9,756
| New | +$279K | 0.1% | 253 |
|