Laird Norton Wetherby Wealth Management’s Thomson Reuters TRI Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.88M	Hold	18,234	–	–	0.12%	160
2025 Q2	$3.72M	Buy	+18,234	New	+$3.47M	0.17%	112
2024 Q4	$2.9M	Sell	17,775 -611	-3%	-$103K	0.14%	137
2024 Q3	$3.19M	Buy	18,386 +426	+2%	+$71.9K	0.15%	132
2024 Q2	$3.08M	Sell	17,960 -238	-1%	-$39.5K	0.15%	132
2024 Q1	$2.88M	Buy	18,198 +75	+0.4%	+$11.7K	0.14%	139
2023 Q4	$2.69M	Buy	18,123 +39	+0.2%	+$5.27K	0.14%	140
2023 Q3	$2.25M	Sell	18,084 -118	-0.6%	-$15.6K	0.13%	155
2023 Q2	$2.49M	Buy	18,202 +583	+3%	+$78.2K	0.13%	145
2023 Q1	$2.42M	Buy	17,619 +649	+4%	+$82.7K	0.14%	141
2022 Q4	$2.04M	Sell	16,970 -1,009	-6%	-$116K	0.13%	167
2022 Q3	$1.94M	Buy	17,979 +3,284	+22%	+$381K	0.14%	152
2022 Q2	$1.61M	Sell	14,695 -299	-2%	-$31.7K	0.11%	190
2022 Q1	$1.72M	Buy	14,994 +1,181	+9%	+$132K	0.1%	195
2021 Q4	$1.74M	Buy	13,813 +496	+4%	+$61.8K	0.1%	192
2021 Q3	$1.55M	Buy	13,317 +205	+2%	+$23.9K	0.1%	196
2021 Q2	$1.37M	Buy	13,112 +655	+5%	+$65.7K	0.08%	224
2021 Q1	$1.15M	Buy	12,457 +28	+0.2%	+$2.49K	0.09%	228
2020 Q4	$1.07M	Buy	12,429 +169	+1%	+$14.5K	0.07%	251
2020 Q3	$1.03M	Buy	12,260 +2,185	+22%	+$170K	0.09%	215
2020 Q2	$721K	Buy	10,075 +1,866	+23%	+$135K	0.07%	277
2020 Q1	$587K	Buy	8,209 +724	+10%	+$56.4K	0.07%	287
2019 Q4	$565K	Sell	7,485 -267	-3%	-$19.4K	0.06%	373
2019 Q3	$546K	Buy	7,752 +474	+7%	+$33.7K	0.06%	369
2019 Q2	$494K	Sell	7,278 -98	-1%	-$6.49K	0.05%	399
2019 Q1	$460K	Buy	7,376 +970	+15%	+$54.2K	0.06%	385
2018 Q4	$326K	Buy	6,406 +974	+18%	+$52.2K	0.05%	440
2018 Q3	$288K	Buy	5,432 +931	+21%	+$46.6K	0.04%	508
2018 Q2	$210K	Sell	4,501 -507	-10%	-$23.3K	0.03%	595
2018 Q1	$225K	Buy	5,008 +367	+8%	+$17.5K	0.03%	573
2017 Q4	$234K	Buy	4,641 +629	+16%	+$32.9K	0.03%	546
2017 Q3	$214K	Buy	+4,012	New	+$214K	0.03%	548