Laird Norton Wetherby Wealth Management’s WestRock Company WRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,094
| Closed | -$202K | – | 971 |
|
|
2024
Q1 | $202K | Buy |
+4,094
| New | +$202K | 0.01% | 878 |
|
|
2020
Q1 | – | Sell |
-5,929
| Closed | -$254K | – | 755 |
|
|
2019
Q4 | $254K | Buy |
+5,929
| New | +$254K | 0.03% | 585 |
|
|
2019
Q2 | – | Sell |
-9,647
| Closed | -$370K | – | 701 |
|
|
2019
Q1 | $370K | Sell |
9,647
-358
| -4% | -$13.7K | 0.05% | 446 |
|
|
2018
Q4 | $378K | Buy |
10,005
+5,683
| +131% | +$215K | 0.05% | 399 |
|
|
2018
Q3 | $231K | Sell |
4,322
-76
| -2% | -$4.06K | 0.03% | 578 |
|
|
2018
Q2 | $251K | Sell |
4,398
-124
| -3% | -$7.08K | 0.03% | 522 |
|
|
2018
Q1 | $290K | Sell |
4,522
-53
| -1% | -$3.4K | 0.04% | 488 |
|
|
2017
Q4 | $289K | Buy |
4,575
+63
| +1% | +$3.98K | 0.04% | 480 |
|
|
2017
Q3 | $256K | Buy |
4,512
+17
| +0.4% | +$965 | 0.04% | 492 |
|
|
2017
Q2 | $255K | Buy |
4,495
+60
| +1% | +$3.4K | 0.04% | 470 |
|
|
2017
Q1 | $231K | Buy |
4,435
+166
| +4% | +$8.65K | 0.04% | 488 |
|
|
2016
Q4 | $217K | Sell |
4,269
-9
| -0.2% | -$457 | 0.04% | 482 |
|
|
2016
Q3 | $207K | Buy |
+4,278
| New | +$207K | 0.04% | 487 |
|