LNWWM
Laird Norton Wetherby Wealth Management’s Sony SONY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.1M | Buy |
+234,412
| New | +$6.1M | 0.27% | 58 |
|
|
2024
Q4 | $4.53M | Buy |
214,120
+170,310
| +389% | +$3.6M | 0.22% | 76 |
|
|
2024
Q3 | $4.23M | Buy |
43,810
+1,240
| +3% | +$120K | 0.19% | 89 |
|
|
2024
Q2 | $3.62M | Sell |
42,570
-2,874
| -6% | -$244K | 0.17% | 103 |
|
|
2024
Q1 | $3.9M | Sell |
45,444
-92
| -0.2% | -$7.89K | 0.19% | 100 |
|
|
2023
Q4 | $4.31M | Buy |
45,536
+2,286
| +5% | +$216K | 0.22% | 77 |
|
|
2023
Q3 | $3.56M | Buy |
43,250
+121
| +0.3% | +$9.97K | 0.2% | 88 |
|
|
2023
Q2 | $3.88M | Buy |
43,129
+1,642
| +4% | +$148K | 0.21% | 84 |
|
|
2023
Q1 | $3.76M | Buy |
41,487
+1,013
| +3% | +$91.8K | 0.22% | 85 |
|
|
2022
Q4 | $3.09M | Buy |
40,474
+1,665
| +4% | +$127K | 0.2% | 108 |
|
|
2022
Q3 | $2.49M | Buy |
38,809
+387
| +1% | +$24.8K | 0.18% | 108 |
|
|
2022
Q2 | $3.14M | Buy |
38,422
+257
| +0.7% | +$21K | 0.21% | 88 |
|
|
2022
Q1 | $3.92M | Buy |
38,165
+336
| +0.9% | +$34.5K | 0.22% | 85 |
|
|
2021
Q4 | $4.78M | Buy |
37,829
+970
| +3% | +$123K | 0.27% | 65 |
|
|
2021
Q3 | $4.08M | Buy |
36,859
+484
| +1% | +$53.5K | 0.25% | 71 |
|
|
2021
Q2 | $3.54M | Buy |
36,375
+999
| +3% | +$97.1K | 0.22% | 86 |
|
|
2021
Q1 | $3.75M | Sell |
35,376
-1,371
| -4% | -$145K | 0.29% | 66 |
|
|
2020
Q4 | $3.72M | Buy |
36,747
+584
| +2% | +$59K | 0.25% | 72 |
|
|
2020
Q3 | $2.78M | Buy |
36,163
+288
| +0.8% | +$22.1K | 0.25% | 85 |
|
|
2020
Q2 | $2.48M | Buy |
35,875
+1,350
| +4% | +$93.3K | 0.24% | 87 |
|
|
2020
Q1 | $2.04M | Buy |
34,525
+2,832
| +9% | +$168K | 0.23% | 89 |
|
|
2019
Q4 | $2.16M | Sell |
31,693
-946
| -3% | -$64.3K | 0.21% | 107 |
|
|
2019
Q3 | $1.93M | Buy |
32,639
+825
| +3% | +$48.8K | 0.2% | 116 |
|
|
2019
Q2 | $1.67M | Buy |
31,814
+2,691
| +9% | +$141K | 0.18% | 128 |
|
|
2019
Q1 | $1.23M | Sell |
29,123
-703
| -2% | -$29.7K | 0.15% | 141 |
|
|
2018
Q4 | $1.44M | Buy |
29,826
+281
| +1% | +$13.6K | 0.2% | 115 |
|
|
2018
Q3 | $1.79M | Buy |
29,545
+1,254
| +4% | +$76.1K | 0.22% | 101 |
|
|
2018
Q2 | $1.45M | Sell |
28,291
-214
| -0.8% | -$11K | 0.2% | 112 |
|
|
2018
Q1 | $1.38M | Buy |
28,505
+607
| +2% | +$29.3K | 0.19% | 113 |
|
|
2017
Q4 | $1.25M | Buy |
27,898
+338
| +1% | +$15.2K | 0.17% | 131 |
|
|
2017
Q3 | $1.03M | Buy |
27,560
+1,274
| +5% | +$47.6K | 0.15% | 155 |
|
|
2017
Q2 | $1M | Buy |
26,286
+2,052
| +8% | +$78.4K | 0.17% | 143 |
|
|
2017
Q1 | $817K | Buy |
24,234
+415
| +2% | +$14K | 0.15% | 170 |
|
|
2016
Q4 | $668K | Sell |
23,819
-2,205
| -8% | -$61.8K | 0.13% | 196 |
|
|
2016
Q3 | $865K | Buy |
26,024
+1,089
| +4% | +$36.2K | 0.18% | 139 |
|
|
2016
Q2 | $732K | Buy |
24,935
+1,932
| +8% | +$56.7K | 0.16% | 148 |
|
|
2016
Q1 | $591K | Sell |
23,003
-1,563
| -6% | -$40.2K | 0.14% | 173 |
|
|
2015
Q4 | $605K | Sell |
24,566
-655
| -3% | -$16.1K | 0.15% | 161 |
|
|
2015
Q3 | $618K | Buy |
25,221
+2,290
| +10% | +$56.1K | 0.16% | 147 |
|
|
2015
Q2 | $651K | Buy |
22,931
+197
| +0.9% | +$5.59K | 0.16% | 153 |
|
|
2015
Q1 | $609K | Buy |
22,734
+1,028
| +5% | +$27.5K | 0.15% | 162 |
|
|
2014
Q4 | $445K | Buy |
21,706
+803
| +4% | +$16.5K | 0.11% | 210 |
|
|
2014
Q3 | $378K | Buy |
20,903
+1,261
| +6% | +$22.8K | 0.11% | 244 |
|
|
2014
Q2 | $329K | Sell |
19,642
-695
| -3% | -$11.6K | 0.09% | 279 |
|
|
2014
Q1 | $389K | Buy |
20,337
+4,401
| +28% | +$84.2K | 0.11% | 228 |
|
|
2013
Q4 | $276K | Sell |
15,936
-278
| -2% | -$4.82K | 0.08% | 308 |
|
|
2013
Q3 | $349K | Buy |
16,214
+954
| +6% | +$20.5K | 0.11% | 235 |
|
|
2013
Q2 | $324K | Buy |
+15,260
| New | +$324K | 0.11% | 217 |
|