Laird Norton Wetherby Wealth Management’s XPeng XPEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
+68,109
| New | +$1.22M | 0.05% | 315 |
|
|
2024
Q4 | $741K | Buy |
62,727
+5,767
| +10% | +$68.2K | 0.04% | 415 |
|
|
2024
Q3 | $694K | Buy |
56,960
+15,247
| +37% | +$186K | 0.03% | 459 |
|
|
2024
Q2 | $306K | Sell |
41,713
-3,457
| -8% | -$25.3K | 0.01% | 701 |
|
|
2024
Q1 | $347K | Sell |
45,170
-7,607
| -14% | -$58.4K | 0.02% | 689 |
|
|
2023
Q4 | $770K | Buy |
52,777
+2,670
| +5% | +$39K | 0.04% | 413 |
|
|
2023
Q3 | $920K | Buy |
50,107
+3,488
| +7% | +$64K | 0.05% | 346 |
|
|
2023
Q2 | $626K | Buy |
46,619
+15,774
| +51% | +$212K | 0.03% | 465 |
|
|
2023
Q1 | $343K | Sell |
30,845
-1,006
| -3% | -$11.2K | 0.02% | 661 |
|
|
2022
Q4 | $317K | Buy |
+31,851
| New | +$317K | 0.02% | 663 |
|
|
2022
Q1 | – | Sell |
-4,069
| Closed | -$205K | – | 957 |
|
|
2021
Q4 | $205K | Buy |
+4,069
| New | +$205K | 0.01% | 847 |
|