LNWWM
Laird Norton Wetherby Wealth Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
+129,469
| New | +$4.38M | 0.19% | 92 |
|
|
2024
Q4 | $4.12M | Sell |
135,861
-4,667
| -3% | -$142K | 0.2% | 85 |
|
|
2024
Q3 | $4.34M | Sell |
140,528
-685
| -0.5% | -$21.2K | 0.2% | 87 |
|
|
2024
Q2 | $4.17M | Buy |
141,213
+2,732
| +2% | +$80.7K | 0.2% | 83 |
|
|
2024
Q1 | $4.25M | Buy |
138,481
+720
| +0.5% | +$22.1K | 0.2% | 85 |
|
|
2023
Q4 | $4.26M | Sell |
137,761
-698
| -0.5% | -$21.6K | 0.22% | 78 |
|
|
2023
Q3 | $3.41M | Buy |
138,459
+4,903
| +4% | +$121K | 0.19% | 95 |
|
|
2023
Q2 | $2.71M | Buy |
133,556
+1,277
| +1% | +$25.9K | 0.15% | 136 |
|
|
2023
Q1 | $2.82M | Sell |
132,279
-3,382
| -2% | -$72.2K | 0.17% | 129 |
|
|
2022
Q4 | $2.53M | Buy |
135,661
+3,535
| +3% | +$66K | 0.16% | 135 |
|
|
2022
Q3 | $1.92M | Sell |
132,126
-1,146
| -0.9% | -$16.6K | 0.14% | 154 |
|
|
2022
Q2 | $2.16M | Buy |
133,272
+15,909
| +14% | +$258K | 0.15% | 131 |
|
|
2022
Q1 | $2.29M | Buy |
117,363
+4,807
| +4% | +$93.9K | 0.13% | 144 |
|
|
2021
Q4 | $2.01M | Buy |
112,556
+6,581
| +6% | +$118K | 0.11% | 165 |
|
|
2021
Q3 | $1.69M | Buy |
105,975
+3,962
| +4% | +$63.1K | 0.1% | 174 |
|
|
2021
Q2 | $1.57M | Buy |
102,013
+2,213
| +2% | +$34K | 0.1% | 196 |
|
|
2021
Q1 | $1.55M | Sell |
99,800
-457
| -0.5% | -$7.1K | 0.12% | 168 |
|
|
2020
Q4 | $1.42M | Buy |
100,257
+629
| +0.6% | +$8.89K | 0.1% | 203 |
|
|
2020
Q3 | $1.11M | Buy |
99,628
+1,075
| +1% | +$12K | 0.1% | 202 |
|
|
2020
Q2 | $1.14M | Buy |
98,553
+20,693
| +27% | +$239K | 0.11% | 186 |
|
|
2020
Q1 | $721K | Buy |
77,860
+27,192
| +54% | +$252K | 0.08% | 239 |
|
|
2019
Q4 | $638K | Buy |
50,668
+5,665
| +13% | +$71.3K | 0.06% | 334 |
|
|
2019
Q3 | $509K | Sell |
45,003
-4,917
| -10% | -$55.6K | 0.05% | 394 |
|
|
2019
Q2 | $592K | Sell |
49,920
-8,086
| -14% | -$95.9K | 0.06% | 338 |
|
|
2019
Q1 | $703K | Buy |
58,006
+1,218
| +2% | +$14.8K | 0.09% | 263 |
|
|
2018
Q4 | $703K | Sell |
56,788
-5,117
| -8% | -$63.3K | 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% | -$37.8K | 0.12% | 198 |
|
|
2018
Q1 | $1.05M | Buy |
59,199
+3,559
| +6% | +$62.9K | 0.14% | 168 |
|
|
2017
Q4 | $1.02M | Sell |
55,640
-50
| -0.1% | -$920 | 0.14% | 166 |
|
|
2017
Q3 | $955K | Buy |
55,690
+1,160
| +2% | +$19.9K | 0.14% | 170 |
|
|
2017
Q2 | $926K | Buy |
54,530
+761
| +1% | +$12.9K | 0.16% | 164 |
|
|
2017
Q1 | $858K | Sell |
53,769
-348
| -0.6% | -$5.55K | 0.15% | 156 |
|
|
2016
Q4 | $848K | Buy |
54,117
+13,254
| +32% | +$208K | 0.17% | 141 |
|
|
2016
Q3 | $557K | Buy |
40,863
+2,353
| +6% | +$32.1K | 0.11% | 233 |
|
|
2016
Q2 | $499K | Sell |
38,510
-4,874
| -11% | -$63.2K | 0.11% | 221 |
|
|
2016
Q1 | $695K | Buy |
43,384
+760
| +2% | +$12.2K | 0.16% | 139 |
|
|
2015
Q4 | $826K | Sell |
42,624
-8,821
| -17% | -$171K | 0.2% | 113 |
|
|
2015
Q3 | $948K | Buy |
+51,445
| New | +$948K | 0.24% | 89 |
|
|
2015
Q2 | – | Sell |
-34,915
| Closed | -$652K | – | 511 |
|
|
2015
Q1 | $652K | Buy |
+34,915
| New | +$652K | 0.16% | 147 |
|