LNWWM
Laird Norton Wetherby Wealth Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
+18,520
| New | +$3.72M | 0.17% | 112 |
|
|
2024
Q4 | $2.9M | Sell |
18,054
-620
| -3% | -$99.4K | 0.14% | 137 |
|
|
2024
Q3 | $3.19M | Buy |
18,674
+432
| +2% | +$73.7K | 0.15% | 132 |
|
|
2024
Q2 | $3.08M | Sell |
18,242
-241
| -1% | -$40.6K | 0.15% | 132 |
|
|
2024
Q1 | $2.88M | Buy |
18,483
+76
| +0.4% | +$11.8K | 0.14% | 139 |
|
|
2023
Q4 | $2.69M | Buy |
18,407
+39
| +0.2% | +$5.7K | 0.14% | 140 |
|
|
2023
Q3 | $2.25M | Sell |
18,368
-119
| -0.6% | -$14.6K | 0.13% | 155 |
|
|
2023
Q2 | $2.49M | Sell |
18,487
-77
| -0.4% | -$10.4K | 0.13% | 145 |
|
|
2023
Q1 | $2.42M | Buy |
18,564
+683
| +4% | +$88.9K | 0.14% | 141 |
|
|
2022
Q4 | $2.04M | Sell |
17,881
-1,063
| -6% | -$121K | 0.13% | 167 |
|
|
2022
Q3 | $1.94M | Buy |
18,944
+3,461
| +22% | +$355K | 0.14% | 152 |
|
|
2022
Q2 | $1.61M | Sell |
15,483
-316
| -2% | -$32.9K | 0.11% | 190 |
|
|
2022
Q1 | $1.72M | Buy |
15,799
+1,245
| +9% | +$136K | 0.1% | 195 |
|
|
2021
Q4 | $1.74M | Buy |
14,554
+522
| +4% | +$62.4K | 0.1% | 191 |
|
|
2021
Q3 | $1.55M | Buy |
14,032
+216
| +2% | +$23.9K | 0.1% | 195 |
|
|
2021
Q2 | $1.37M | Buy |
13,816
+691
| +5% | +$68.6K | 0.08% | 223 |
|
|
2021
Q1 | $1.15M | Buy |
13,125
+29
| +0.2% | +$2.54K | 0.09% | 228 |
|
|
2020
Q4 | $1.07M | Buy |
13,096
+178
| +1% | +$14.6K | 0.07% | 250 |
|
|
2020
Q3 | $1.03M | Buy |
12,918
+2,302
| +22% | +$184K | 0.09% | 214 |
|
|
2020
Q2 | $721K | Buy |
10,616
+1,966
| +23% | +$134K | 0.07% | 277 |
|
|
2020
Q1 | $587K | Buy |
8,650
+763
| +10% | +$51.8K | 0.07% | 286 |
|
|
2019
Q4 | $565K | Sell |
7,887
-281
| -3% | -$20.1K | 0.06% | 372 |
|
|
2019
Q3 | $546K | Buy |
8,168
+499
| +7% | +$33.4K | 0.06% | 368 |
|
|
2019
Q2 | $494K | Sell |
7,669
-103
| -1% | -$6.64K | 0.05% | 398 |
|
|
2019
Q1 | $460K | Buy |
7,772
+1,022
| +15% | +$60.5K | 0.06% | 384 |
|
|
2018
Q4 | $326K | Buy |
6,750
+446
| +7% | +$21.5K | 0.05% | 440 |
|
|
2018
Q3 | $288K | Buy |
6,304
+1,081
| +21% | +$49.4K | 0.04% | 508 |
|
|
2018
Q2 | $210K | Sell |
5,223
-589
| -10% | -$23.7K | 0.03% | 595 |
|
|
2018
Q1 | $225K | Buy |
5,812
+426
| +8% | +$16.5K | 0.03% | 573 |
|
|
2017
Q4 | $234K | Buy |
5,386
+730
| +16% | +$31.7K | 0.03% | 546 |
|
|
2017
Q3 | $214K | Buy |
+4,656
| New | +$214K | 0.03% | 548 |
|