LNWWM
Laird Norton Wetherby Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
+157,509
| New | +$2.38M | 0.11% | 195 |
|
|
2024
Q4 | $2.34M | Sell |
161,470
-15,502
| -9% | -$225K | 0.11% | 174 |
|
|
2024
Q3 | $2.24M | Sell |
176,972
-966
| -0.5% | -$12.2K | 0.1% | 203 |
|
|
2024
Q2 | $2.39M | Buy |
177,938
+2,305
| +1% | +$30.9K | 0.11% | 181 |
|
|
2024
Q1 | $2.07M | Buy |
175,633
+4,032
| +2% | +$47.5K | 0.1% | 216 |
|
|
2023
Q4 | $1.66M | Buy |
171,601
+2
| +0% | +$19 | 0.09% | 242 |
|
|
2023
Q3 | $1.69M | Buy |
171,599
+6,218
| +4% | +$61.2K | 0.1% | 224 |
|
|
2023
Q2 | $1.42M | Buy |
165,381
+7,618
| +5% | +$65.5K | 0.08% | 268 |
|
|
2023
Q1 | $1.26M | Sell |
157,763
-11,036
| -7% | -$88.3K | 0.07% | 284 |
|
|
2022
Q4 | $1.35M | Sell |
168,799
-23,385
| -12% | -$188K | 0.09% | 258 |
|
|
2022
Q3 | $1.06M | Buy |
192,184
+49,011
| +34% | +$270K | 0.07% | 278 |
|
|
2022
Q2 | $845K | Sell |
143,173
-28,407
| -17% | -$168K | 0.06% | 329 |
|
|
2022
Q1 | $1.08M | Buy |
171,580
+13,484
| +9% | +$84.6K | 0.06% | 292 |
|
|
2021
Q4 | $1.07M | Buy |
158,096
+19,975
| +14% | +$136K | 0.06% | 303 |
|
|
2021
Q3 | $968K | Sell |
138,121
-3,350
| -2% | -$23.5K | 0.06% | 310 |
|
|
2021
Q2 | $975K | Buy |
141,471
+8,435
| +6% | +$58.1K | 0.06% | 300 |
|
|
2021
Q1 | $964K | Sell |
133,036
-640
| -0.5% | -$4.64K | 0.07% | 263 |
|
|
2020
Q4 | $825K | Buy |
133,676
+5,845
| +5% | +$36.1K | 0.06% | 315 |
|
|
2020
Q3 | $714K | Sell |
127,831
-4,380
| -3% | -$24.5K | 0.06% | 294 |
|
|
2020
Q2 | $743K | Buy |
132,211
+41,942
| +46% | +$236K | 0.07% | 266 |
|
|
2020
Q1 | $432K | Sell |
90,269
-31,330
| -26% | -$150K | 0.05% | 358 |
|
|
2019
Q4 | $901K | Buy |
121,599
+210
| +0.2% | +$1.56K | 0.09% | 236 |
|
|
2019
Q3 | $831K | Sell |
121,389
-5,685
| -4% | -$38.9K | 0.09% | 246 |
|
|
2019
Q2 | $897K | Buy |
127,074
+21,613
| +20% | +$153K | 0.1% | 225 |
|
|
2019
Q1 | $742K | Buy |
105,461
+1,824
| +2% | +$12.8K | 0.09% | 246 |
|
|
2018
Q4 | $674K | Sell |
103,637
-13,697
| -12% | -$89.1K | 0.1% | 249 |
|
|
2018
Q3 | $942K | Buy |
117,334
+10,145
| +9% | +$81.4K | 0.12% | 200 |
|
|
2018
Q2 | $833K | Sell |
107,189
-3,152
| -3% | -$24.5K | 0.11% | 210 |
|
|
2018
Q1 | $938K | Buy |
110,341
+1,530
| +1% | +$13K | 0.13% | 189 |
|
|
2017
Q4 | $946K | Buy |
108,811
+702
| +0.6% | +$6.1K | 0.13% | 185 |
|
|
2017
Q3 | $834K | Buy |
108,109
+2,245
| +2% | +$17.3K | 0.12% | 194 |
|
|
2017
Q2 | $832K | Buy |
105,864
+2,578
| +2% | +$20.3K | 0.14% | 182 |
|
|
2017
Q1 | $748K | Buy |
103,286
+5,800
| +6% | +$42K | 0.13% | 189 |
|
|
2016
Q4 | $745K | Buy |
97,486
+239
| +0.2% | +$1.83K | 0.15% | 166 |
|
|
2016
Q3 | $656K | Buy |
97,247
+17,365
| +22% | +$117K | 0.13% | 189 |
|
|
2016
Q2 | $457K | Buy |
79,882
+15,690
| +24% | +$89.8K | 0.1% | 244 |
|
|
2016
Q1 | $385K | Sell |
64,192
-28,505
| -31% | -$171K | 0.09% | 267 |
|
|
2015
Q4 | $703K | Buy |
92,697
+3,200
| +4% | +$24.3K | 0.17% | 136 |
|
|
2015
Q3 | $683K | Buy |
89,497
+3,070
| +4% | +$23.4K | 0.18% | 130 |
|
|
2015
Q2 | $769K | Buy |
86,427
+10,395
| +14% | +$92.5K | 0.18% | 116 |
|
|
2015
Q1 | $589K | Buy |
76,032
+3,290
| +5% | +$25.5K | 0.14% | 169 |
|
|
2014
Q4 | $529K | Sell |
72,742
-4,495
| -6% | -$32.7K | 0.13% | 179 |
|
|
2014
Q3 | $634K | Buy |
77,237
+5,995
| +8% | +$49.2K | 0.18% | 140 |
|
|
2014
Q2 | $603K | Buy |
71,242
+3,410
| +5% | +$28.9K | 0.17% | 148 |
|
|
2014
Q1 | $586K | Sell |
67,832
-3,030
| -4% | -$26.2K | 0.17% | 152 |
|
|
2013
Q4 | $743K | Buy |
70,862
+1,160
| +2% | +$12.2K | 0.21% | 113 |
|
|
2013
Q3 | $678K | Buy |
69,702
+4,565
| +7% | +$44.4K | 0.21% | 108 |
|
|
2013
Q2 | $600K | Buy |
+65,137
| New | +$600K | 0.21% | 110 |
|