LNWWM
Laird Norton Wetherby Wealth Management’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+1,358
| New | +$234K | 0.01% | 815 |
|
|
2024
Q4 | $242K | Sell |
1,315
-343
| -21% | -$63.1K | 0.01% | 772 |
|
|
2024
Q3 | $300K | Sell |
1,658
-9
| -0.5% | -$1.63K | 0.01% | 733 |
|
|
2024
Q2 | $303K | Buy |
1,667
+2
| +0.1% | +$363 | 0.01% | 705 |
|
|
2024
Q1 | $315K | Sell |
1,665
-12
| -0.7% | -$2.27K | 0.02% | 724 |
|
|
2023
Q4 | $293K | Sell |
1,677
-23
| -1% | -$4.02K | 0.02% | 729 |
|
|
2023
Q3 | $241K | Hold |
1,700
| – | – | 0.01% | 751 |
|
|
2023
Q2 | $242K | Sell |
1,700
-14
| -0.8% | -$1.99K | 0.01% | 780 |
|
|
2023
Q1 | $220K | Sell |
1,714
-117
| -6% | -$15K | 0.01% | 792 |
|
|
2022
Q4 | $220K | Buy |
+1,831
| New | +$220K | 0.01% | 774 |
|