LNWWM
Laird Norton Wetherby Wealth Management’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+4,012
| New | +$208K | 0.01% | 857 |
|
|
2024
Q4 | $225K | Buy |
+4,156
| New | +$225K | 0.01% | 798 |
|
|
2023
Q1 | – | Sell |
-5,750
| Closed | -$283K | – | 933 |
|
|
2022
Q4 | $283K | Buy |
5,750
+86
| +2% | +$4.23K | 0.02% | 704 |
|
|
2022
Q3 | $288K | Sell |
5,664
-386
| -6% | -$19.6K | 0.02% | 672 |
|
|
2022
Q2 | $308K | Sell |
6,050
-115
| -2% | -$5.86K | 0.02% | 670 |
|
|
2022
Q1 | $404K | Buy |
6,165
+51
| +0.8% | +$3.34K | 0.02% | 582 |
|
|
2021
Q4 | $386K | Sell |
6,114
-79
| -1% | -$4.99K | 0.02% | 620 |
|
|
2021
Q3 | $383K | Buy |
6,193
+131
| +2% | +$8.1K | 0.02% | 597 |
|
|
2021
Q2 | $320K | Sell |
6,062
-8
| -0.1% | -$422 | 0.02% | 684 |
|
|
2021
Q1 | $334K | Sell |
6,070
-169
| -3% | -$9.3K | 0.03% | 568 |
|
|
2020
Q4 | $271K | Buy |
+6,239
| New | +$271K | 0.02% | 693 |
|
|
2020
Q3 | – | Sell |
-6,549
| Closed | -$223K | – | 749 |
|
|
2020
Q2 | $223K | Buy |
+6,549
| New | +$223K | 0.02% | 609 |
|
|
2018
Q4 | – | Sell |
-4,290
| Closed | -$215K | – | 684 |
|
|
2018
Q3 | $215K | Sell |
4,290
-85
| -2% | -$4.26K | 0.03% | 608 |
|
|
2018
Q2 | $230K | Hold |
4,375
| – | – | 0.03% | 558 |
|
|
2018
Q1 | $231K | Sell |
4,375
-16
| -0.4% | -$845 | 0.03% | 559 |
|
|
2017
Q4 | $223K | Buy |
4,391
+92
| +2% | +$4.67K | 0.03% | 568 |
|
|
2017
Q3 | $203K | Buy |
+4,299
| New | +$203K | 0.03% | 567 |
|
|
2017
Q1 | – | Sell |
-4,701
| Closed | -$202K | – | 571 |
|
|
2016
Q4 | $202K | Buy |
+4,701
| New | +$202K | 0.04% | 496 |
|