LNWWM
Laird Norton Wetherby Wealth Management’s Williams-Sonoma WSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
+21,413
| New | +$3.5M | 0.16% | 123 |
|
|
2024
Q4 | $3.95M | Sell |
21,345
-653
| -3% | -$121K | 0.19% | 90 |
|
|
2024
Q3 | $3.41M | Buy |
21,998
+10,703
| +95% | +$1.66M | 0.16% | 116 |
|
|
2024
Q2 | $3.19M | Sell |
11,295
-747
| -6% | -$211K | 0.15% | 119 |
|
|
2024
Q1 | $3.82M | Buy |
12,042
+56
| +0.5% | +$17.8K | 0.18% | 102 |
|
|
2023
Q4 | $2.42M | Buy |
11,986
+162
| +1% | +$32.7K | 0.13% | 168 |
|
|
2023
Q3 | $1.84M | Buy |
11,824
+2,584
| +28% | +$402K | 0.1% | 201 |
|
|
2023
Q2 | $1.16M | Buy |
9,240
+4,548
| +97% | +$569K | 0.06% | 307 |
|
|
2023
Q1 | $571K | Sell |
4,692
-197
| -4% | -$24K | 0.03% | 489 |
|
|
2022
Q4 | $562K | Sell |
4,889
-439
| -8% | -$50.5K | 0.04% | 486 |
|
|
2022
Q3 | $628K | Buy |
5,328
+167
| +3% | +$19.7K | 0.04% | 415 |
|
|
2022
Q2 | $573K | Buy |
5,161
+782
| +18% | +$86.8K | 0.04% | 458 |
|
|
2022
Q1 | $635K | Sell |
4,379
-9
| -0.2% | -$1.31K | 0.04% | 437 |
|
|
2021
Q4 | $742K | Buy |
4,388
+7
| +0.2% | +$1.18K | 0.04% | 391 |
|
|
2021
Q3 | $777K | Buy |
4,381
+24
| +0.6% | +$4.26K | 0.05% | 365 |
|
|
2021
Q2 | $696K | Sell |
4,357
-95
| -2% | -$15.2K | 0.04% | 396 |
|
|
2021
Q1 | $798K | Buy |
4,452
+83
| +2% | +$14.9K | 0.06% | 311 |
|
|
2020
Q4 | $445K | Buy |
4,369
+79
| +2% | +$8.05K | 0.03% | 494 |
|
|
2020
Q3 | $388K | Buy |
4,290
+113
| +3% | +$10.2K | 0.03% | 440 |
|
|
2020
Q2 | $343K | Buy |
+4,177
| New | +$343K | 0.03% | 462 |
|