Laird Norton Wetherby Wealth Management’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $455K | Sell |
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|
2024
Q2 | $482K | Sell |
|
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $377K | Buy |
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|
2022
Q1 | $784K | Buy |
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|
2021
Q4 | $726K | Sell |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.79M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $415K | Sell |
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|
2019
Q3 | $789K | Buy |
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|
2019
Q2 | $917K | Buy |
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|
2019
Q1 | $598K | Buy |
|