LNWWM
Laird Norton Wetherby Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
+50,735
| New | +$4.06M | 0.18% | 102 |
|
|
2024
Q4 | $3.63M | Sell |
51,670
-2,178
| -4% | -$153K | 0.17% | 102 |
|
|
2024
Q3 | $3.04M | Sell |
53,848
-2,173
| -4% | -$123K | 0.14% | 144 |
|
|
2024
Q2 | $3.33M | Buy |
56,021
+502
| +0.9% | +$29.8K | 0.16% | 114 |
|
|
2024
Q1 | $3.22M | Buy |
55,519
+1,297
| +2% | +$75.2K | 0.15% | 121 |
|
|
2023
Q4 | $2.67M | Sell |
54,222
-2,862
| -5% | -$141K | 0.14% | 142 |
|
|
2023
Q3 | $2.33M | Sell |
57,084
-1,360
| -2% | -$55.6K | 0.13% | 146 |
|
|
2023
Q2 | $2.49M | Buy |
58,444
+2,218
| +4% | +$94.7K | 0.13% | 146 |
|
|
2023
Q1 | $2.1M | Sell |
56,226
-2,379
| -4% | -$88.9K | 0.12% | 170 |
|
|
2022
Q4 | $2.42M | Buy |
58,605
+905
| +2% | +$37.4K | 0.16% | 144 |
|
|
2022
Q3 | $2.32M | Buy |
57,700
+5,660
| +11% | +$228K | 0.16% | 123 |
|
|
2022
Q2 | $2.04M | Sell |
52,040
-6,106
| -11% | -$239K | 0.14% | 148 |
|
|
2022
Q1 | $2.82M | Buy |
58,146
+4,772
| +9% | +$231K | 0.16% | 115 |
|
|
2021
Q4 | $2.56M | Buy |
53,374
+5,889
| +12% | +$283K | 0.14% | 128 |
|
|
2021
Q3 | $2.2M | Sell |
47,485
-3,349
| -7% | -$155K | 0.14% | 143 |
|
|
2021
Q2 | $2.3M | Buy |
50,834
+6,969
| +16% | +$316K | 0.14% | 135 |
|
|
2021
Q1 | $1.71M | Sell |
43,865
-1,404
| -3% | -$54.9K | 0.13% | 155 |
|
|
2020
Q4 | $1.37M | Buy |
45,269
+5,888
| +15% | +$178K | 0.09% | 209 |
|
|
2020
Q3 | $926K | Sell |
39,381
-7,399
| -16% | -$174K | 0.08% | 236 |
|
|
2020
Q2 | $1.2M | Sell |
46,780
-8,601
| -16% | -$220K | 0.11% | 172 |
|
|
2020
Q1 | $1.59M | Sell |
55,381
-23,159
| -29% | -$664K | 0.18% | 114 |
|
|
2019
Q4 | $4.23M | Buy |
78,540
+3,273
| +4% | +$176K | 0.42% | 46 |
|
|
2019
Q3 | $3.8M | Buy |
75,267
+1,949
| +3% | +$98.3K | 0.4% | 50 |
|
|
2019
Q2 | $3.47M | Sell |
73,318
-3,112
| -4% | -$147K | 0.38% | 56 |
|
|
2019
Q1 | $3.69M | Buy |
76,430
+1,623
| +2% | +$78.4K | 0.46% | 44 |
|
|
2018
Q4 | $3.45M | Sell |
74,807
-4,029
| -5% | -$186K | 0.49% | 41 |
|
|
2018
Q3 | $4.14M | Buy |
78,836
+2,032
| +3% | +$107K | 0.51% | 33 |
|
|
2018
Q2 | $4.26M | Buy |
76,804
+1,027
| +1% | +$56.9K | 0.58% | 30 |
|
|
2018
Q1 | $3.97M | Buy |
75,777
+1,910
| +3% | +$100K | 0.55% | 32 |
|
|
2017
Q4 | $4.48M | Buy |
73,867
+899
| +1% | +$54.5K | 0.62% | 26 |
|
|
2017
Q3 | $4.02M | Sell |
72,968
-1,021
| -1% | -$56.3K | 0.6% | 28 |
|
|
2017
Q2 | $4.1M | Sell |
73,989
-1,413
| -2% | -$78.3K | 0.7% | 21 |
|
|
2017
Q1 | $4.2M | Buy |
75,402
+1,374
| +2% | +$76.5K | 0.75% | 21 |
|
|
2016
Q4 | $4.08M | Buy |
74,028
+3,916
| +6% | +$216K | 0.8% | 21 |
|
|
2016
Q3 | $3.1M | Sell |
70,112
-1,566
| -2% | -$69.3K | 0.63% | 27 |
|
|
2016
Q2 | $3.39M | Sell |
71,678
-362
| -0.5% | -$17.1K | 0.75% | 25 |
|
|
2016
Q1 | $3.48M | Sell |
72,040
-2,030
| -3% | -$98.1K | 0.82% | 20 |
|
|
2015
Q4 | $4.03M | Buy |
74,070
+2,355
| +3% | +$128K | 0.97% | 15 |
|
|
2015
Q3 | $3.68M | Buy |
71,715
+1,371
| +2% | +$70.4K | 0.94% | 18 |
|
|
2015
Q2 | $3.96M | Buy |
70,344
+1,333
| +2% | +$75K | 0.95% | 17 |
|
|
2015
Q1 | $3.75M | Buy |
69,011
+2,380
| +4% | +$129K | 0.91% | 19 |
|
|
2014
Q4 | $3.65M | Buy |
66,631
+1,770
| +3% | +$97K | 0.92% | 16 |
|
|
2014
Q3 | $3.36M | Buy |
64,861
+629
| +1% | +$32.6K | 0.94% | 17 |
|
|
2014
Q2 | $3.38M | Sell |
64,232
-1,444
| -2% | -$75.9K | 0.95% | 18 |
|
|
2014
Q1 | $3.27M | Sell |
65,676
-1,106
| -2% | -$55K | 0.94% | 18 |
|
|
2013
Q4 | $3.03M | Sell |
66,782
-1,634
| -2% | -$74.2K | 0.86% | 20 |
|
|
2013
Q3 | $2.83M | Buy |
68,416
+1,787
| +3% | +$73.8K | 0.88% | 21 |
|
|
2013
Q2 | $2.75M | Buy |
+66,629
| New | +$2.75M | 0.96% | 20 |
|