LNWWM
Laird Norton Wetherby Wealth Management’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
+8,139
| New | +$1.25M | 0.06% | 308 |
|
|
2024
Q4 | $843K | Sell |
6,686
-1,150
| -15% | -$145K | 0.04% | 376 |
|
|
2024
Q3 | $1M | Sell |
7,836
-290
| -4% | -$37.1K | 0.05% | 360 |
|
|
2024
Q2 | $847K | Sell |
8,126
-270
| -3% | -$28.1K | 0.04% | 391 |
|
|
2024
Q1 | $785K | Sell |
8,396
-206
| -2% | -$19.2K | 0.04% | 419 |
|
|
2023
Q4 | $776K | Buy |
8,602
+459
| +6% | +$41.4K | 0.04% | 411 |
|
|
2023
Q3 | $667K | Buy |
8,143
+34
| +0.4% | +$2.79K | 0.04% | 432 |
|
|
2023
Q2 | $656K | Sell |
8,109
-237
| -3% | -$19.2K | 0.04% | 454 |
|
|
2023
Q1 | $598K | Buy |
8,346
+1,261
| +18% | +$90.4K | 0.04% | 474 |
|
|
2022
Q4 | $464K | Buy |
7,085
+1,484
| +26% | +$97.3K | 0.03% | 545 |
|
|
2022
Q3 | $360K | Sell |
5,601
-88
| -2% | -$5.66K | 0.03% | 591 |
|
|
2022
Q2 | $468K | Buy |
5,689
+641
| +13% | +$52.7K | 0.03% | 534 |
|
|
2022
Q1 | $485K | Buy |
5,048
+243
| +5% | +$23.3K | 0.03% | 532 |
|
|
2021
Q4 | $412K | Buy |
4,805
+208
| +5% | +$17.8K | 0.02% | 588 |
|
|
2021
Q3 | $379K | Buy |
4,597
+209
| +5% | +$17.2K | 0.02% | 601 |
|
|
2021
Q2 | $365K | Buy |
4,388
+216
| +5% | +$18K | 0.02% | 629 |
|
|
2021
Q1 | $299K | Buy |
4,172
+153
| +4% | +$11K | 0.02% | 603 |
|
|
2020
Q4 | $260K | Buy |
+4,019
| New | +$260K | 0.02% | 713 |
|
|
2020
Q3 | – | Sell |
-3,938
| Closed | -$204K | – | 748 |
|
|
2020
Q2 | $204K | Sell |
3,938
-5,071
| -56% | -$263K | 0.02% | 641 |
|
|
2020
Q1 | $412K | Sell |
9,009
-2,540
| -22% | -$116K | 0.05% | 369 |
|
|
2019
Q4 | $945K | Sell |
11,549
-241
| -2% | -$19.7K | 0.09% | 223 |
|
|
2019
Q3 | $1.07M | Buy |
11,790
+596
| +5% | +$54K | 0.11% | 199 |
|
|
2019
Q2 | $913K | Buy |
11,194
+224
| +2% | +$18.3K | 0.1% | 220 |
|
|
2019
Q1 | $852K | Buy |
+10,970
| New | +$852K | 0.11% | 214 |
|
|
2018
Q1 | – | Sell |
-5,198
| Closed | -$332K | – | 693 |
|
|
2017
Q4 | $332K | Sell |
5,198
-409
| -7% | -$26.1K | 0.05% | 451 |
|
|
2017
Q3 | $394K | Buy |
5,607
+240
| +4% | +$16.9K | 0.06% | 391 |
|
|
2017
Q2 | $401K | Buy |
5,367
+1,088
| +25% | +$81.3K | 0.07% | 358 |
|
|
2017
Q1 | $303K | Buy |
4,279
+577
| +16% | +$40.9K | 0.05% | 425 |
|
|
2016
Q4 | $248K | Sell |
3,702
-624
| -14% | -$41.8K | 0.05% | 453 |
|
|
2016
Q3 | $323K | Buy |
4,326
+119
| +3% | +$8.89K | 0.07% | 363 |
|
|
2016
Q2 | $321K | Buy |
4,207
+203
| +5% | +$15.5K | 0.07% | 330 |
|
|
2016
Q1 | $278K | Buy |
4,004
+454
| +13% | +$31.5K | 0.07% | 347 |
|
|
2015
Q4 | $242K | Buy |
3,550
+288
| +9% | +$19.6K | 0.06% | 369 |
|
|
2015
Q3 | $221K | Buy |
+3,262
| New | +$221K | 0.06% | 399 |
|
|
2015
Q2 | – | Sell |
-2,684
| Closed | -$208K | – | 512 |
|
|
2015
Q1 | $208K | Buy |
+2,684
| New | +$208K | 0.05% | 429 |
|
|
2013
Q3 | – | Sell |
-3,062
| Closed | -$205K | – | 420 |
|
|
2013
Q2 | $205K | Buy |
+3,062
| New | +$205K | 0.07% | 340 |
|