Laird Norton Wetherby Wealth Management’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,092
| Closed | -$292K | – | 964 |
|
|
2023
Q3 | $292K | Buy |
12,092
+2,862
| +31% | +$69.2K | 0.02% | 689 |
|
|
2023
Q2 | $231K | Sell |
9,230
-917
| -9% | -$23K | 0.01% | 793 |
|
|
2023
Q1 | $291K | Buy |
10,147
+374
| +4% | +$10.7K | 0.02% | 718 |
|
|
2022
Q4 | $263K | Sell |
9,773
-5,702
| -37% | -$153K | 0.02% | 730 |
|
|
2022
Q3 | $372K | Buy |
15,475
+4,385
| +40% | +$105K | 0.03% | 582 |
|
|
2022
Q2 | $304K | Buy |
11,090
+2,051
| +23% | +$56.2K | 0.02% | 676 |
|
|
2022
Q1 | $226K | Sell |
9,039
-1,227
| -12% | -$30.7K | 0.01% | 814 |
|
|
2021
Q4 | $290K | Buy |
10,266
+669
| +7% | +$18.9K | 0.02% | 720 |
|
|
2021
Q3 | $294K | Sell |
9,597
-415
| -4% | -$12.7K | 0.02% | 703 |
|
|
2021
Q2 | $304K | Sell |
10,012
-178
| -2% | -$5.41K | 0.02% | 704 |
|
|
2021
Q1 | $297K | Buy |
10,190
+691
| +7% | +$20.1K | 0.02% | 606 |
|
|
2020
Q4 | $277K | Sell |
9,499
-724
| -7% | -$21.1K | 0.02% | 683 |
|
|
2020
Q3 | $306K | Sell |
10,223
-400
| -4% | -$12K | 0.03% | 522 |
|
|
2020
Q2 | $390K | Buy |
10,623
+2,395
| +29% | +$87.9K | 0.04% | 419 |
|
|
2020
Q1 | $218K | Buy |
+8,228
| New | +$218K | 0.02% | 550 |
|