LNWWM
Laird Norton Wetherby Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
+1,974
| New | +$1.49M | 0.07% | 272 |
|
|
2024
Q4 | $1.23M | Sell |
1,743
-40
| -2% | -$28.2K | 0.06% | 290 |
|
|
2024
Q3 | $1.44M | Buy |
1,783
+7
| +0.4% | +$5.67K | 0.07% | 281 |
|
|
2024
Q2 | $1.15M | Sell |
1,776
-49
| -3% | -$31.7K | 0.05% | 310 |
|
|
2024
Q1 | $1.32M | Buy |
1,825
+2
| +0.1% | +$1.44K | 0.06% | 296 |
|
|
2023
Q4 | $1.05M | Buy |
1,823
+20
| +1% | +$11.5K | 0.05% | 342 |
|
|
2023
Q3 | $802K | Sell |
1,803
-52
| -3% | -$23.1K | 0.05% | 386 |
|
|
2023
Q2 | $826K | Sell |
1,855
-1
| -0.1% | -$445 | 0.04% | 381 |
|
|
2023
Q1 | $735K | Buy |
1,856
+26
| +1% | +$10.3K | 0.04% | 409 |
|
|
2022
Q4 | $650K | Sell |
1,830
-37
| -2% | -$13.2K | 0.04% | 426 |
|
|
2022
Q3 | $504K | Sell |
1,867
-108
| -5% | -$29.2K | 0.04% | 491 |
|
|
2022
Q2 | $480K | Buy |
1,975
+34
| +2% | +$8.26K | 0.03% | 521 |
|
|
2022
Q1 | $689K | Buy |
1,941
+52
| +3% | +$18.5K | 0.04% | 417 |
|
|
2021
Q4 | $628K | Sell |
1,889
-27
| -1% | -$8.98K | 0.04% | 438 |
|
|
2021
Q3 | $672K | Buy |
1,916
+18
| +0.9% | +$6.31K | 0.04% | 397 |
|
|
2021
Q2 | $605K | Buy |
1,898
+50
| +3% | +$15.9K | 0.04% | 439 |
|
|
2021
Q1 | $609K | Buy |
1,848
+23
| +1% | +$7.58K | 0.05% | 384 |
|
|
2020
Q4 | $423K | Sell |
1,825
-155
| -8% | -$35.9K | 0.03% | 511 |
|
|
2020
Q3 | $346K | Buy |
1,980
+18
| +0.9% | +$3.15K | 0.03% | 481 |
|
|
2020
Q2 | $292K | Sell |
1,962
-816
| -29% | -$121K | 0.03% | 524 |
|
|
2020
Q1 | $286K | Sell |
2,778
-210
| -7% | -$21.6K | 0.03% | 465 |
|
|
2019
Q4 | $498K | Buy |
2,988
+365
| +14% | +$60.8K | 0.05% | 411 |
|
|
2019
Q3 | $327K | Buy |
2,623
+509
| +24% | +$63.5K | 0.03% | 515 |
|
|
2019
Q2 | $280K | Buy |
2,114
+62
| +3% | +$8.21K | 0.03% | 561 |
|
|
2019
Q1 | $234K | Buy |
+2,052
| New | +$234K | 0.03% | 576 |
|
|
2018
Q4 | – | Sell |
-1,656
| Closed | -$271K | – | 679 |
|
|
2018
Q3 | $271K | Buy |
1,656
+228
| +16% | +$37.3K | 0.03% | 524 |
|
|
2018
Q2 | $211K | Buy |
1,428
+80
| +6% | +$11.8K | 0.03% | 593 |
|
|
2018
Q1 | $233K | Sell |
1,348
-35
| -3% | -$6.05K | 0.03% | 555 |
|
|
2017
Q4 | $238K | Sell |
1,383
-59
| -4% | -$10.2K | 0.03% | 534 |
|
|
2017
Q3 | $200K | Buy |
+1,442
| New | +$200K | 0.03% | 574 |
|