Laird Norton Wetherby Wealth Management’s Sabesp SBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
+19,255
| New | +$423K | 0.02% | 626 |
|
|
2024
Q4 | $278K | Buy |
19,429
+1,289
| +7% | +$18.5K | 0.01% | 716 |
|
|
2024
Q3 | $300K | Sell |
18,140
-278
| -2% | -$4.6K | 0.01% | 732 |
|
|
2024
Q2 | $248K | Buy |
18,418
+142
| +0.8% | +$1.91K | 0.01% | 765 |
|
|
2024
Q1 | $308K | Sell |
18,276
-340
| -2% | -$5.72K | 0.01% | 733 |
|
|
2023
Q4 | $284K | Sell |
18,616
-195
| -1% | -$2.97K | 0.01% | 737 |
|
|
2023
Q3 | $228K | Buy |
18,811
+862
| +5% | +$10.4K | 0.01% | 777 |
|
|
2023
Q2 | $213K | Buy |
17,949
+2,499
| +16% | +$29.6K | 0.01% | 823 |
|
|
2023
Q1 | $155K | Sell |
15,450
-3,868
| -20% | -$38.7K | 0.01% | 851 |
|
|
2022
Q4 | $206K | Buy |
19,318
+3,209
| +20% | +$34.2K | 0.01% | 789 |
|
|
2022
Q3 | $147K | Buy |
16,109
+1,983
| +14% | +$18.1K | 0.01% | 819 |
|
|
2022
Q2 | $113K | Buy |
14,126
+695
| +5% | +$5.56K | 0.01% | 865 |
|
|
2022
Q1 | $132K | Sell |
13,431
-1,710
| -11% | -$16.8K | 0.01% | 878 |
|
|
2021
Q4 | $111K | Buy |
15,141
+2,879
| +23% | +$21.1K | 0.01% | 887 |
|
|
2021
Q3 | $87K | Buy |
12,262
+1,506
| +14% | +$10.7K | 0.01% | 888 |
|
|
2021
Q2 | $80K | Sell |
10,756
-1,625
| -13% | -$12.1K | ﹤0.01% | 899 |
|
|
2021
Q1 | $91K | Sell |
12,381
-1,680
| -12% | -$12.3K | 0.01% | 775 |
|
|
2020
Q4 | $121K | Sell |
14,061
-924
| -6% | -$7.95K | 0.01% | 845 |
|
|
2020
Q3 | $125K | Sell |
14,985
-1,241
| -8% | -$10.4K | 0.01% | 683 |
|
|
2020
Q2 | $171K | Sell |
16,226
-797
| -5% | -$8.4K | 0.02% | 664 |
|
|
2020
Q1 | $126K | Buy |
17,023
+5,502
| +48% | +$40.7K | 0.01% | 620 |
|
|
2019
Q4 | $173K | Sell |
11,521
-1,117
| -9% | -$16.8K | 0.02% | 675 |
|
|
2019
Q3 | $150K | Buy |
12,638
+336
| +3% | +$3.99K | 0.02% | 676 |
|
|
2019
Q2 | $150K | Buy |
12,302
+300
| +2% | +$3.66K | 0.02% | 659 |
|
|
2019
Q1 | $127K | Buy |
12,002
+494
| +4% | +$5.23K | 0.02% | 647 |
|
|
2018
Q4 | $93K | Buy |
+11,508
| New | +$93K | 0.01% | 617 |
|
|
2015
Q3 | – | Sell |
-12,517
| Closed | -$65K | – | 482 |
|
|
2015
Q2 | $65K | Sell |
12,517
-1,277
| -9% | -$6.63K | 0.02% | 475 |
|
|
2015
Q1 | $75K | Buy |
+13,794
| New | +$75K | 0.02% | 460 |
|