LNWWM
Laird Norton Wetherby Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
+24,586
| New | +$1.06M | 0.05% | 349 |
|
|
2024
Q4 | $950K | Sell |
21,888
-509
| -2% | -$22.1K | 0.05% | 353 |
|
|
2024
Q3 | $958K | Sell |
22,397
-378
| -2% | -$16.2K | 0.04% | 373 |
|
|
2024
Q2 | $885K | Sell |
22,775
-627
| -3% | -$24.4K | 0.04% | 376 |
|
|
2024
Q1 | $912K | Sell |
23,402
-565
| -2% | -$22K | 0.04% | 382 |
|
|
2023
Q4 | $885K | Buy |
23,967
+6,470
| +37% | +$239K | 0.05% | 375 |
|
|
2023
Q3 | $501K | Sell |
17,497
-2,430
| -12% | -$69.5K | 0.03% | 519 |
|
|
2023
Q2 | $605K | Sell |
19,927
-2,505
| -11% | -$76K | 0.03% | 472 |
|
|
2023
Q1 | $765K | Sell |
22,432
-3,295
| -13% | -$112K | 0.04% | 397 |
|
|
2022
Q4 | $1.11M | Buy |
25,727
+578
| +2% | +$24.9K | 0.07% | 302 |
|
|
2022
Q3 | $1.1M | Sell |
25,149
-396
| -2% | -$17.2K | 0.08% | 268 |
|
|
2022
Q2 | $1.21M | Buy |
25,545
+1,908
| +8% | +$90.5K | 0.08% | 251 |
|
|
2022
Q1 | $1.34M | Buy |
23,637
+124
| +0.5% | +$7.03K | 0.08% | 245 |
|
|
2021
Q4 | $1.38M | Buy |
23,513
+205
| +0.9% | +$12K | 0.08% | 235 |
|
|
2021
Q3 | $1.37M | Buy |
23,308
+836
| +4% | +$49K | 0.08% | 223 |
|
|
2021
Q2 | $1.25M | Buy |
22,472
+798
| +4% | +$44.3K | 0.08% | 246 |
|
|
2021
Q1 | $1.26M | Sell |
21,674
-57
| -0.3% | -$3.32K | 0.1% | 213 |
|
|
2020
Q4 | $1.04M | Sell |
21,731
-289
| -1% | -$13.9K | 0.07% | 258 |
|
|
2020
Q3 | $838K | Sell |
22,020
-4,158
| -16% | -$158K | 0.07% | 255 |
|
|
2020
Q2 | $983K | Sell |
26,178
-4,216
| -14% | -$158K | 0.09% | 214 |
|
|
2020
Q1 | $937K | Sell |
30,394
-5,305
| -15% | -$164K | 0.11% | 197 |
|
|
2019
Q4 | $2.01M | Buy |
35,699
+17,992
| +102% | +$1.01M | 0.2% | 116 |
|
|
2019
Q3 | $945K | Sell |
17,707
-1,860
| -10% | -$99.3K | 0.1% | 222 |
|
|
2019
Q2 | $961K | Buy |
19,567
+250
| +1% | +$12.3K | 0.11% | 213 |
|
|
2019
Q1 | $899K | Buy |
19,317
+2,688
| +16% | +$125K | 0.11% | 206 |
|
|
2018
Q4 | $720K | Buy |
16,629
+915
| +6% | +$39.6K | 0.1% | 226 |
|
|
2018
Q3 | $763K | Buy |
15,714
+60
| +0.4% | +$2.91K | 0.09% | 246 |
|
|
2018
Q2 | $790K | Buy |
15,654
+716
| +5% | +$36.1K | 0.11% | 224 |
|
|
2018
Q1 | $777K | Buy |
14,938
+28
| +0.2% | +$1.46K | 0.11% | 224 |
|
|
2017
Q4 | $741K | Buy |
14,910
+1,116
| +8% | +$55.5K | 0.1% | 237 |
|
|
2017
Q3 | $647K | Buy |
13,794
+569
| +4% | +$26.7K | 0.1% | 261 |
|
|
2017
Q2 | $601K | Buy |
13,225
+1,644
| +14% | +$74.7K | 0.1% | 255 |
|
|
2017
Q1 | $518K | Buy |
11,581
+547
| +5% | +$24.5K | 0.09% | 278 |
|
|
2016
Q4 | $518K | Buy |
11,034
+446
| +4% | +$20.9K | 0.1% | 262 |
|
|
2016
Q3 | $399K | Buy |
10,588
+339
| +3% | +$12.8K | 0.08% | 310 |
|
|
2016
Q2 | $365K | Buy |
10,249
+535
| +6% | +$19.1K | 0.08% | 302 |
|
|
2016
Q1 | $323K | Buy |
9,714
+936
| +11% | +$31.1K | 0.08% | 306 |
|
|
2015
Q4 | $332K | Sell |
8,778
-1,011
| -10% | -$38.2K | 0.08% | 296 |
|
|
2015
Q3 | $348K | Buy |
9,789
+1,028
| +12% | +$36.5K | 0.09% | 276 |
|
|
2015
Q2 | $353K | Sell |
8,761
-49
| -0.6% | -$1.97K | 0.08% | 272 |
|
|
2015
Q1 | $343K | Buy |
8,810
+514
| +6% | +$20K | 0.08% | 289 |
|
|
2014
Q4 | $322K | Buy |
8,296
+932
| +13% | +$36.2K | 0.08% | 290 |
|
|
2014
Q3 | $274K | Buy |
7,364
+37
| +0.5% | +$1.38K | 0.08% | 317 |
|
|
2014
Q2 | $289K | Sell |
7,327
-53
| -0.7% | -$2.09K | 0.08% | 308 |
|
|
2014
Q1 | $297K | Sell |
7,380
-71
| -1% | -$2.86K | 0.09% | 299 |
|
|
2013
Q4 | $278K | Sell |
7,451
-561
| -7% | -$20.9K | 0.08% | 304 |
|
|
2013
Q3 | $270K | Buy |
8,012
+536
| +7% | +$18.1K | 0.08% | 301 |
|
|
2013
Q2 | $254K | Buy |
+7,476
| New | +$254K | 0.09% | 283 |
|