Laird Norton Wetherby Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.73M | Buy |
23,506
+290
| +1% | +$32.4K | 0.11% | 175 |
|
|
2025
Q2 | $2.47M | Buy |
+23,216
| New | +$2.15M | 0.11% | 184 |
|
|
2024
Q4 | $2.26M | Buy |
23,023
+276
| +1% | +$26.1K | 0.11% | 183 |
|
|
2024
Q3 | $2.01M | Sell |
22,747
-271
| -1% | -$22.3K | 0.09% | 215 |
|
|
2024
Q2 | $1.7M | Sell |
23,018
-2,304
| -9% | -$172K | 0.08% | 239 |
|
|
2024
Q1 | $1.96M | Sell |
25,322
-2,791
| -10% | -$207K | 0.09% | 228 |
|
|
2023
Q4 | $2.18M | Sell |
28,113
-2,246
| -7% | -$157K | 0.11% | 184 |
|
|
2023
Q3 | $2.03M | Sell |
30,359
-6,714
| -18% | -$474K | 0.12% | 182 |
|
|
2023
Q2 | $2.71M | Buy |
37,073
+7,451
| +25% | +$536K | 0.15% | 135 |
|
|
2023
Q1 | $2.24M | Sell |
29,622
-1,175
| -4% | -$99K | 0.13% | 160 |
|
|
2022
Q4 | $2.39M | Sell |
30,797
-2,242
| -7% | -$165K | 0.15% | 147 |
|
|
2022
Q3 | $2.01M | Buy |
33,039
+3,309
| +11% | +$226K | 0.14% | 142 |
|
|
2022
Q2 | $1.83M | Sell |
29,730
-390
| -1% | -$27.6K | 0.13% | 166 |
|
|
2022
Q1 | $2.62M | Sell |
30,120
-145
| -0.5% | -$13.4K | 0.15% | 119 |
|
|
2021
Q4 | $2.81M | Buy |
30,265
+1,617
| +6% | +$152K | 0.16% | 114 |
|
|
2021
Q3 | $2.43M | Buy |
28,648
+4,251
| +17% | +$370K | 0.15% | 124 |
|
|
2021
Q2 | $2.01M | Buy |
24,397
+4,328
| +22% | +$365K | 0.12% | 156 |
|
|
2021
Q1 | $1.69M | Sell |
20,069
-1,453
| -7% | -$113K | 0.13% | 159 |
|
|
2020
Q4 | $1.57M | Sell |
21,522
-410
| -2% | -$27.8K | 0.11% | 182 |
|
|
2020
Q3 | $1.3M | Buy |
21,932
+817
| +4% | +$53K | 0.12% | 170 |
|
|
2020
Q2 | $1.34M | Buy |
21,115
+8,295
| +65% | +$501K | 0.13% | 153 |
|
|
2020
Q1 | $682K | Buy |
12,820
+4,197
| +49% | +$292K | 0.08% | 250 |
|
|
2019
Q4 | $682K | Buy |
8,623
+293
| +4% | +$20.6K | 0.07% | 317 |
|
|
2019
Q3 | $493K | Sell |
8,330
-1,613
| -16% | -$89.4K | 0.05% | 408 |
|
|
2019
Q2 | $557K | Sell |
9,943
-918
| -8% | -$57K | 0.06% | 358 |
|
|
2019
Q1 | $715K | Sell |
10,861
-1,936
| -15% | -$134K | 0.09% | 256 |
|
|
2018
Q4 | $807K | Sell |
12,797
-628
| -5% | -$45K | 0.11% | 203 |
|
|
2018
Q3 | $1.13M | Buy |
13,425
+937
| +8% | +$82.3K | 0.14% | 163 |
|
|
2018
Q2 | $1.16M | Sell |
12,488
-115
| -0.9% | -$11.4K | 0.16% | 146 |
|
|
2018
Q1 | $1.26M | Buy |
12,603
+123
| +1% | +$12.9K | 0.17% | 133 |
|
|
2017
Q4 | $1.22M | Buy |
12,480
+385
| +3% | +$36.8K | 0.17% | 134 |
|
|
2017
Q3 | $1.16M | Buy |
12,095
+394
| +3% | +$36.7K | 0.17% | 132 |
|
|
2017
Q2 | $1.05M | Buy |
11,701
+25
| +0.2% | +$2.08K | 0.18% | 133 |
|
|
2017
Q1 | $929K | Sell |
11,676
-35
| -0.3% | -$2.78K | 0.17% | 138 |
|
|
2016
Q4 | $910K | Sell |
11,711
-104
| -0.9% | -$7.83K | 0.18% | 129 |
|
|
2016
Q3 | $822K | Sell |
11,815
-253
| -2% | -$16.5K | 0.17% | 148 |
|
|
2016
Q2 | $651K | Buy |
12,068
+290
| +2% | +$17.3K | 0.14% | 172 |
|
|
2016
Q1 | $689K | Buy |
11,778
+1,967
| +20% | +$112K | 0.16% | 142 |
|
|
2015
Q4 | $651K | Buy |
9,811
+230
| +2% | +$16K | 0.16% | 150 |
|
|
2015
Q3 | $644K | Buy |
9,581
+145
| +2% | +$10.8K | 0.17% | 137 |
|
|
2015
Q2 | $727K | Buy |
9,436
+759
| +9% | +$59.1K | 0.17% | 127 |
|
|
2015
Q1 | $638K | Buy |
8,677
+1,362
| +19% | +$102K | 0.16% | 149 |
|
|
2014
Q4 | $574K | Buy |
7,315
+277
| +4% | +$20.8K | 0.14% | 161 |
|
|
2014
Q3 | $518K | Buy |
7,038
+171
| +2% | +$12.2K | 0.14% | 174 |
|
|
2014
Q2 | $462K | Sell |
6,867
-477
| -6% | -$31.4K | 0.13% | 192 |
|
|
2014
Q1 | $510K | Buy |
7,344
+171
| +2% | +$11.8K | 0.15% | 176 |
|
|
2013
Q4 | $526K | Buy |
7,173
+26
| +0.4% | +$1.82K | 0.15% | 164 |
|
|
2013
Q3 | $470K | Buy |
7,147
+70
| +1% | +$4.79K | 0.15% | 173 |
|
|
2013
Q2 | $462K | Buy |
+7,077
| New | +$440K | 0.16% | 144 |
|
Other funds holding STT
