Laird Norton Wetherby Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $217K | Buy |
5,831
+220
| +4% | +$8.58K | 0.01% | 864 |
|
|
2025
Q2 | $229K | Buy |
+5,611
| New | +$232K | 0.01% | 820 |
|
|
2024
Q4 | $286K | Sell |
6,580
-148
| -2% | -$6.54K | 0.01% | 715 |
|
|
2024
Q3 | $305K | Sell |
6,728
-33
| -0.5% | -$1.41K | 0.01% | 724 |
|
|
2024
Q2 | $278K | Sell |
6,761
-85
| -1% | -$3.28K | 0.01% | 740 |
|
|
2024
Q1 | $256K | Sell |
6,846
-220
| -3% | -$8.09K | 0.01% | 790 |
|
|
2023
Q4 | $271K | Buy |
7,066
+697
| +11% | +$24.2K | 0.01% | 756 |
|
|
2023
Q3 | $227K | Sell |
6,369
-1,248
| -16% | -$49.7K | 0.01% | 781 |
|
|
2023
Q2 | $327K | Buy |
7,617
+61
| +0.8% | +$2.51K | 0.02% | 682 |
|
|
2023
Q1 | $310K | Buy |
7,556
+228
| +3% | +$9.42K | 0.02% | 689 |
|
|
2022
Q4 | $284K | Buy |
7,328
+636
| +10% | +$25.1K | 0.02% | 705 |
|
|
2022
Q3 | $279K | Buy |
6,692
+208
| +3% | +$9.54K | 0.02% | 684 |
|
|
2022
Q2 | $299K | Sell |
6,484
-51
| -0.8% | -$2.57K | 0.02% | 683 |
|
|
2022
Q1 | $375K | Buy |
6,535
+105
| +2% | +$5.96K | 0.02% | 619 |
|
|
2021
Q4 | $386K | Buy |
6,430
+124
| +2% | +$6.98K | 0.02% | 628 |
|
|
2021
Q3 | $334K | Buy |
6,306
+29
| +0.5% | +$1.55K | 0.02% | 660 |
|
|
2021
Q2 | $307K | Sell |
6,277
-46
| -0.7% | -$2.16K | 0.02% | 711 |
|
|
2021
Q1 | $277K | Sell |
6,323
-24
| -0.4% | -$993 | 0.02% | 632 |
|
|
2020
Q4 | $244K | Buy |
6,347
+73
| +1% | +$2.66K | 0.02% | 744 |
|
|
2020
Q3 | $205K | Sell |
6,274
-851
| -12% | -$29.9K | 0.02% | 639 |
|
|
2020
Q2 | $266K | Sell |
7,125
-1,555
| -18% | -$58.1K | 0.03% | 559 |
|
|
2020
Q1 | $317K | Buy |
8,680
+4,126
| +91% | +$187K | 0.04% | 438 |
|
|
2019
Q4 | $213K | Buy |
4,554
+222
| +5% | +$10.7K | 0.02% | 648 |
|
|
2019
Q3 | $210K | Buy |
+4,332
| New | +$204K | 0.02% | 648 |
|
Other funds holding UDR
CIM
