LNWWM
Laird Norton Wetherby Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
+43,057
| New | +$3.03M | 0.13% | 145 |
|
|
2024
Q4 | $2.72M | Sell |
43,464
-4,707
| -10% | -$295K | 0.13% | 147 |
|
|
2024
Q3 | $3.18M | Sell |
48,171
-907
| -2% | -$59.8K | 0.15% | 133 |
|
|
2024
Q2 | $3.54M | Sell |
49,078
-219
| -0.4% | -$15.8K | 0.17% | 104 |
|
|
2024
Q1 | $3.3M | Sell |
49,297
-743
| -1% | -$49.8K | 0.16% | 116 |
|
|
2023
Q4 | $3.29M | Sell |
50,040
-129
| -0.3% | -$8.49K | 0.17% | 108 |
|
|
2023
Q3 | $3.23M | Buy |
50,169
+112
| +0.2% | +$7.21K | 0.18% | 107 |
|
|
2023
Q2 | $3.02M | Sell |
50,057
-1,084
| -2% | -$65.5K | 0.16% | 120 |
|
|
2023
Q1 | $2.94M | Sell |
51,141
-370
| -0.7% | -$21.3K | 0.17% | 121 |
|
|
2022
Q4 | $2.93M | Buy |
51,511
+3,953
| +8% | +$225K | 0.19% | 116 |
|
|
2022
Q3 | $2.37M | Buy |
47,558
+2,504
| +6% | +$125K | 0.17% | 119 |
|
|
2022
Q2 | $2.36M | Buy |
45,054
+282
| +0.6% | +$14.7K | 0.16% | 124 |
|
|
2022
Q1 | $2.46M | Buy |
+44,772
| New | +$2.46M | 0.14% | 128 |
|