Laird Norton Wetherby Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $938K | Buy |
11,239
+243
| +2% | +$20.4K | 0.04% | 395 |
|
|
2025
Q2 | $926K | Buy |
+10,996
| New | +$887K | 0.04% | 386 |
|
|
2024
Q4 | $1.01M | Sell |
12,011
-845
| -7% | -$74.8K | 0.05% | 336 |
|
|
2024
Q3 | $1.15M | Buy |
12,856
+600
| +5% | +$47.9K | 0.05% | 324 |
|
|
2024
Q2 | $903K | Buy |
12,256
+1,364
| +13% | +$96.9K | 0.04% | 374 |
|
|
2024
Q1 | $727K | Sell |
10,892
-2,062
| -16% | -$126K | 0.03% | 442 |
|
|
2023
Q4 | $792K | Sell |
12,954
-135
| -1% | -$8.3K | 0.04% | 408 |
|
|
2023
Q3 | $745K | Buy |
13,089
+1,256
| +11% | +$77.2K | 0.04% | 403 |
|
|
2023
Q2 | $741K | Buy |
11,833
+1,601
| +16% | +$100K | 0.04% | 416 |
|
|
2023
Q1 | $639K | Buy |
10,232
+228
| +2% | +$13.8K | 0.04% | 452 |
|
|
2022
Q4 | $613K | Buy |
10,004
+1,701
| +20% | +$98.7K | 0.04% | 456 |
|
|
2022
Q3 | $467K | Sell |
8,303
-343
| -4% | -$22.1K | 0.03% | 523 |
|
|
2022
Q2 | $547K | Buy |
8,646
+647
| +8% | +$44K | 0.04% | 477 |
|
|
2022
Q1 | $560K | Buy |
7,999
+61
| +0.8% | +$4.04K | 0.03% | 487 |
|
|
2021
Q4 | $530K | Buy |
7,938
+481
| +6% | +$30.4K | 0.03% | 501 |
|
|
2021
Q3 | $454K | Sell |
7,457
-33
| -0.4% | -$2.06K | 0.03% | 538 |
|
|
2021
Q2 | $447K | Sell |
7,490
-101
| -1% | -$6.24K | 0.03% | 558 |
|
|
2021
Q1 | $457K | Sell |
7,591
-158
| -2% | -$9.11K | 0.03% | 461 |
|
|
2020
Q4 | $452K | Buy |
7,749
+195
| +3% | +$11.4K | 0.03% | 494 |
|
|
2020
Q3 | $415K | Sell |
7,554
-358
| -5% | -$19K | 0.04% | 423 |
|
|
2020
Q2 | $389K | Buy |
7,912
+390
| +5% | +$19.4K | 0.04% | 420 |
|
|
2020
Q1 | $338K | Buy |
7,522
+1,893
| +34% | +$102K | 0.04% | 414 |
|
|
2019
Q4 | $332K | Sell |
5,629
-368
| -6% | -$22.3K | 0.03% | 509 |
|
|
2019
Q3 | $373K | Sell |
5,997
-134
| -2% | -$8K | 0.04% | 482 |
|
|
2019
Q2 | $361K | Buy |
6,131
+437
| +8% | +$26K | 0.04% | 479 |
|
|
2019
Q1 | $338K | Buy |
5,694
+101
| +2% | +$5.65K | 0.04% | 472 |
|
|
2018
Q4 | $292K | Buy |
5,593
+179
| +3% | +$9.64K | 0.04% | 474 |
|
|
2018
Q3 | $286K | Hold |
5,414
| – | – | 0.04% | 510 |
|
|
2018
Q2 | $293K | Sell |
5,414
-633
| -10% | -$32.5K | 0.04% | 479 |
|
|
2018
Q1 | $304K | Sell |
6,047
-51
| -0.8% | -$2.5K | 0.04% | 477 |
|
|
2017
Q4 | $314K | Sell |
6,098
-107
| -2% | -$5.39K | 0.04% | 464 |
|
|
2017
Q3 | $287K | Buy |
6,205
+380
| +7% | +$17.2K | 0.04% | 470 |
|
|
2017
Q2 | $251K | Buy |
5,825
+2
| +0% | +$88 | 0.04% | 478 |
|
|
2017
Q1 | $258K | Sell |
5,823
-388
| -6% | -$17.1K | 0.05% | 463 |
|
|
2016
Q4 | $273K | Buy |
+6,211
| New | +$259K | 0.05% | 431 |
|
|
2015
Q4 | – | Sell |
-5,152
| Closed | -$217K | – | 479 |
|
|
2015
Q3 | $217K | Buy |
+5,152
| New | +$210K | 0.06% | 404 |
|
Other funds holding PEG
