LNWWM
Laird Norton Wetherby Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.69M | Buy |
+14,580
| New | +$7.69M | 0.34% | 42 |
|
|
2024
Q4 | $6.8M | Sell |
13,653
-158
| -1% | -$78.7K | 0.33% | 45 |
|
|
2024
Q3 | $7.13M | Buy |
13,811
+179
| +1% | +$92.5K | 0.33% | 45 |
|
|
2024
Q2 | $6.08M | Buy |
13,632
+562
| +4% | +$251K | 0.29% | 56 |
|
|
2024
Q1 | $5.56M | Sell |
13,070
-102
| -0.8% | -$43.4K | 0.27% | 64 |
|
|
2023
Q4 | $5.8M | Buy |
13,172
+403
| +3% | +$178K | 0.3% | 57 |
|
|
2023
Q3 | $4.67M | Buy |
12,769
+100
| +0.8% | +$36.5K | 0.26% | 69 |
|
|
2023
Q2 | $5.08M | Buy |
12,669
+908
| +8% | +$364K | 0.27% | 63 |
|
|
2023
Q1 | $4.05M | Buy |
11,761
+249
| +2% | +$85.8K | 0.24% | 77 |
|
|
2022
Q4 | $3.86M | Sell |
11,512
-996
| -8% | -$334K | 0.25% | 79 |
|
|
2022
Q3 | $3.82M | Buy |
12,508
+1,327
| +12% | +$405K | 0.27% | 65 |
|
|
2022
Q2 | $3.77M | Sell |
11,181
-986
| -8% | -$332K | 0.26% | 70 |
|
|
2022
Q1 | $4.99M | Buy |
12,167
+3,235
| +36% | +$1.33M | 0.29% | 58 |
|
|
2021
Q4 | $4.22M | Buy |
8,932
+195
| +2% | +$92K | 0.24% | 76 |
|
|
2021
Q3 | $3.71M | Buy |
8,737
+130
| +2% | +$55.2K | 0.23% | 77 |
|
|
2021
Q2 | $3.53M | Buy |
8,607
+574
| +7% | +$236K | 0.22% | 87 |
|
|
2021
Q1 | $2.83M | Sell |
8,033
-1,550
| -16% | -$547K | 0.22% | 88 |
|
|
2020
Q4 | $3.15M | Buy |
9,583
+246
| +3% | +$80.9K | 0.21% | 87 |
|
|
2020
Q3 | $3.37M | Buy |
9,337
+450
| +5% | +$162K | 0.3% | 68 |
|
|
2020
Q2 | $2.93M | Buy |
8,887
+2,258
| +34% | +$744K | 0.28% | 73 |
|
|
2020
Q1 | $1.62M | Sell |
6,629
-164
| -2% | -$40.2K | 0.18% | 112 |
|
|
2019
Q4 | $1.86M | Sell |
6,793
-69
| -1% | -$18.8K | 0.18% | 126 |
|
|
2019
Q3 | $1.68M | Sell |
6,862
-294
| -4% | -$72K | 0.18% | 134 |
|
|
2019
Q2 | $1.63M | Buy |
7,156
+58
| +0.8% | +$13.2K | 0.18% | 132 |
|
|
2019
Q1 | $1.5M | Buy |
7,098
+292
| +4% | +$61.5K | 0.19% | 120 |
|
|
2018
Q4 | $1.16M | Buy |
6,806
+194
| +3% | +$33K | 0.16% | 137 |
|
|
2018
Q3 | $1.29M | Sell |
6,612
-17
| -0.3% | -$3.32K | 0.16% | 140 |
|
|
2018
Q2 | $1.35M | Buy |
6,629
+110
| +2% | +$22.4K | 0.18% | 121 |
|
|
2018
Q1 | $1.25M | Sell |
6,519
-280
| -4% | -$53.5K | 0.17% | 135 |
|
|
2017
Q4 | $1.15M | Sell |
6,799
-563
| -8% | -$95.4K | 0.16% | 148 |
|
|
2017
Q3 | $1.15M | Buy |
7,362
+91
| +1% | +$14.2K | 0.17% | 134 |
|
|
2017
Q2 | $1.06M | Buy |
7,271
+164
| +2% | +$24K | 0.18% | 131 |
|
|
2017
Q1 | $929K | Buy |
7,107
+1,156
| +19% | +$151K | 0.17% | 137 |
|
|
2016
Q4 | $640K | Sell |
5,951
-7
| -0.1% | -$753 | 0.13% | 207 |
|
|
2016
Q3 | $754K | Sell |
5,958
-71
| -1% | -$8.99K | 0.15% | 164 |
|
|
2016
Q2 | $646K | Buy |
+6,029
| New | +$646K | 0.14% | 173 |
|