Laird Norton Wetherby Wealth Management’s TC Energy TRP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
+9,959
| New | +$486K | 0.02% | 572 |
|
|
2024
Q4 | $456K | Sell |
9,790
-517
| -5% | -$24.1K | 0.02% | 562 |
|
|
2024
Q3 | $490K | Buy |
10,307
+145
| +1% | +$6.9K | 0.02% | 565 |
|
|
2024
Q2 | $385K | Buy |
10,162
+144
| +1% | +$5.46K | 0.02% | 619 |
|
|
2024
Q1 | $403K | Buy |
10,018
+243
| +2% | +$9.77K | 0.02% | 630 |
|
|
2023
Q4 | $382K | Sell |
9,775
-1,696
| -15% | -$66.3K | 0.02% | 639 |
|
|
2023
Q3 | $395K | Sell |
11,471
-2,538
| -18% | -$87.3K | 0.02% | 600 |
|
|
2023
Q2 | $566K | Buy |
14,009
+746
| +6% | +$30.1K | 0.03% | 494 |
|
|
2023
Q1 | $516K | Sell |
13,263
-1,775
| -12% | -$69.1K | 0.03% | 519 |
|
|
2022
Q4 | $599K | Buy |
15,038
+961
| +7% | +$38.3K | 0.04% | 463 |
|
|
2022
Q3 | $568K | Sell |
14,077
-1,342
| -9% | -$54.1K | 0.04% | 448 |
|
|
2022
Q2 | $799K | Buy |
15,419
+636
| +4% | +$33K | 0.05% | 349 |
|
|
2022
Q1 | $834K | Buy |
14,783
+957
| +7% | +$54K | 0.05% | 357 |
|
|
2021
Q4 | $644K | Buy |
13,826
+339
| +3% | +$15.8K | 0.04% | 429 |
|
|
2021
Q3 | $649K | Sell |
13,487
-272
| -2% | -$13.1K | 0.04% | 416 |
|
|
2021
Q2 | $682K | Buy |
13,759
+597
| +5% | +$29.6K | 0.04% | 401 |
|
|
2021
Q1 | $602K | Sell |
13,162
-1,978
| -13% | -$90.5K | 0.05% | 386 |
|
|
2020
Q4 | $617K | Sell |
15,140
-2,812
| -16% | -$115K | 0.04% | 398 |
|
|
2020
Q3 | $754K | Sell |
17,952
-800
| -4% | -$33.6K | 0.07% | 279 |
|
|
2020
Q2 | $804K | Sell |
18,752
-1,050
| -5% | -$45K | 0.08% | 255 |
|
|
2020
Q1 | $878K | Buy |
19,802
+4,248
| +27% | +$188K | 0.1% | 210 |
|
|
2019
Q4 | $829K | Buy |
15,554
+766
| +5% | +$40.8K | 0.08% | 259 |
|
|
2019
Q3 | $766K | Buy |
+14,788
| New | +$766K | 0.08% | 273 |
|
|
2019
Q2 | – | Sell |
-14,298
| Closed | -$643K | – | 695 |
|
|
2019
Q1 | $643K | Buy |
14,298
+6
| +0% | +$270 | 0.08% | 292 |
|
|
2018
Q4 | $510K | Buy |
14,292
+1,515
| +12% | +$54.1K | 0.07% | 322 |
|
|
2018
Q3 | $517K | Buy |
12,777
+424
| +3% | +$17.2K | 0.06% | 357 |
|
|
2018
Q2 | $533K | Sell |
12,353
-139
| -1% | -$6K | 0.07% | 320 |
|
|
2018
Q1 | $516K | Buy |
12,492
+6
| +0% | +$248 | 0.07% | 337 |
|
|
2017
Q4 | $607K | Buy |
12,486
+23
| +0.2% | +$1.12K | 0.08% | 295 |
|
|
2017
Q3 | $617K | Buy |
12,463
+285
| +2% | +$14.1K | 0.09% | 277 |
|
|
2017
Q2 | $580K | Buy |
12,178
+182
| +2% | +$8.67K | 0.1% | 265 |
|
|
2017
Q1 | $554K | Buy |
11,996
+963
| +9% | +$44.5K | 0.1% | 259 |
|
|
2016
Q4 | $498K | Sell |
11,033
-462
| -4% | -$20.9K | 0.1% | 272 |
|
|
2016
Q3 | $547K | Buy |
11,495
+397
| +4% | +$18.9K | 0.11% | 238 |
|
|
2016
Q2 | $502K | Sell |
11,098
-115
| -1% | -$5.2K | 0.11% | 219 |
|
|
2016
Q1 | $441K | Buy |
11,213
+441
| +4% | +$17.3K | 0.1% | 240 |
|
|
2015
Q4 | $351K | Buy |
10,772
+2,128
| +25% | +$69.3K | 0.08% | 284 |
|
|
2015
Q3 | $273K | Buy |
8,644
+83
| +1% | +$2.62K | 0.07% | 331 |
|
|
2015
Q2 | $348K | Buy |
8,561
+462
| +6% | +$18.8K | 0.08% | 276 |
|
|
2015
Q1 | $346K | Buy |
8,099
+61
| +0.8% | +$2.61K | 0.08% | 287 |
|
|
2014
Q4 | $395K | Buy |
8,038
+920
| +13% | +$45.2K | 0.1% | 238 |
|
|
2014
Q3 | $367K | Buy |
7,118
+447
| +7% | +$23K | 0.1% | 248 |
|
|
2014
Q2 | $318K | Sell |
6,671
-132
| -2% | -$6.29K | 0.09% | 286 |
|
|
2014
Q1 | $310K | Buy |
6,803
+722
| +12% | +$32.9K | 0.09% | 290 |
|
|
2013
Q4 | $278K | Sell |
6,081
-237
| -4% | -$10.8K | 0.08% | 305 |
|
|
2013
Q3 | $278K | Buy |
6,318
+333
| +6% | +$14.7K | 0.09% | 291 |
|
|
2013
Q2 | $258K | Buy |
+5,985
| New | +$258K | 0.09% | 275 |
|