Laird Norton Wetherby Wealth Management’s UBS Group UBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.34M	Buy	130,216 +747	+0.6%	+$29K	0.22%	72
2025 Q2	$4.38M	Buy	+129,469	New	+$4.01M	0.2%	92
2024 Q4	$4.12M	Sell	135,861 -4,667	-3%	-$148K	0.2%	85
2024 Q3	$4.34M	Sell	140,528 -685	-0.5%	-$20.6K	0.2%	87
2024 Q2	$4.17M	Buy	141,213 +2,732	+2%	+$81.2K	0.2%	83
2024 Q1	$4.25M	Buy	138,481 +720	+0.5%	+$21.3K	0.2%	85
2023 Q4	$4.26M	Sell	137,761 -698	-0.5%	-$18.4K	0.22%	78
2023 Q3	$3.41M	Buy	138,459 +4,903	+4%	+$115K	0.19%	95
2023 Q2	$2.71M	Buy	133,556 +1,277	+1%	+$25.7K	0.15%	136
2023 Q1	$2.82M	Sell	132,279 -3,382	-2%	-$70.6K	0.17%	129
2022 Q4	$2.53M	Buy	135,661 +3,535	+3%	+$60.1K	0.16%	135
2022 Q3	$1.92M	Sell	132,126 -1,146	-0.9%	-$18.3K	0.14%	154
2022 Q2	$2.16M	Buy	133,272 +15,909	+14%	+$279K	0.15%	131
2022 Q1	$2.29M	Buy	117,363 +4,807	+4%	+$90.9K	0.13%	144
2021 Q4	$2.01M	Buy	112,556 +6,581	+6%	+$116K	0.11%	166
2021 Q3	$1.69M	Buy	105,975 +3,962	+4%	+$64.2K	0.11%	175
2021 Q2	$1.56M	Buy	102,013 +2,213	+2%	+$34.9K	0.1%	197
2021 Q1	$1.55M	Sell	99,800 -457	-0.5%	-$7.03K	0.12%	168
2020 Q4	$1.42M	Buy	100,257 +629	+0.6%	+$8.33K	0.1%	204
2020 Q3	$1.11M	Buy	99,628 +1,075	+1%	+$12.9K	0.1%	203
2020 Q2	$1.14M	Buy	98,553 +20,693	+27%	+$213K	0.11%	186
2020 Q1	$721K	Buy	77,860 +27,192	+54%	+$313K	0.08%	240
2019 Q4	$638K	Buy	50,668 +5,665	+13%	+$67.4K	0.06%	335
2019 Q3	$509K	Sell	45,003 -4,917	-10%	-$55.3K	0.05%	395
2019 Q2	$592K	Sell	49,920 -8,086	-14%	-$99.1K	0.06%	339
2019 Q1	$703K	Buy	58,006 +1,218	+2%	+$15.4K	0.09%	264
2018 Q4	$703K	Sell	56,788 -5,117	-8%	-$69.4K	0.1%	231
2018 Q3	$974K	Buy	61,905 +5,168	+9%	+$81.3K	0.12%	196
2018 Q2	$870K	Sell	56,737 -2,462	-4%	-$40K	0.12%	198
2018 Q1	$1.05M	Buy	59,199 +3,559	+6%	+$67.7K	0.14%	168
2017 Q4	$1.02M	Sell	55,640 -50	-0.1%	-$869	0.14%	166
2017 Q3	$955K	Buy	55,690 +1,160	+2%	+$19.8K	0.14%	170
2017 Q2	$926K	Buy	54,530 +761	+1%	+$12.4K	0.16%	164
2017 Q1	$858K	Sell	53,769 -348	-0.6%	-$5.6K	0.15%	156
2016 Q4	$848K	Buy	54,117 +13,254	+32%	+$200K	0.17%	141
2016 Q3	$557K	Buy	40,863 +2,353	+6%	+$32K	0.11%	233
2016 Q2	$499K	Sell	38,510 -4,874	-11%	-$74.5K	0.11%	221
2016 Q1	$695K	Buy	43,384 +760	+2%	+$12.3K	0.16%	139
2015 Q4	$826K	Sell	42,624 -8,821	-17%	-$172K	0.2%	113
2015 Q3	$948K	Buy	+51,445	New	+$1.09M	0.24%	89
2015 Q2	–	Sell	-34,915	Closed	-$652K	–	511
2015 Q1	$652K	Buy	+34,915	New	+$608K	0.16%	147